Shearwater Capital LLC Schwab Strategic Tr Us Large C Transaction History

Shearwater Capital LLC

  • $167 Million
  • Q3 2025

A detailed history of Shearwater Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shearwater Capital LLC holds 9,992 shares of SCHV stock, worth $289,668. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,992
Previous 9,992 -0.0%
Holding current value
$289,668
Previous $276,000 5.07%
% of portfolio
0.17%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$25.79 - $80.4 $171,787 - $535,544
6,661 Added 199.97%
9,992 $260,000
Q3 2023

Oct 17, 2023
SELL
$64.45 - $69.39 $23,459 - $25,257
-364 Reduced 9.85%
3,331 $214,000
Q1 2023

Apr 03, 2023
BUY
$62.59 - $69.3 $211,929 - $234,649
3,386 Added 1095.79%
3,695 $242,000
Q4 2022

Jan 20, 2023
BUY
$59.13 - $69.24 $1,773 - $2,077
30 Added 10.75%
309 $0
Q3 2022

Oct 25, 2022
SELL
$58.51 - $69.02 $936 - $1,104
-16 Reduced 5.42%
279 $216,000
Q2 2022

Jul 18, 2022
SELL
$60.93 - $72.3 $2,193 - $2,602
-36 Reduced 10.88%
295 $231,000
Q1 2022

Apr 27, 2022
SELL
$67.71 - $74.19 $473 - $519
-7 Reduced 2.07%
331 $264,000
Q4 2021

Jan 26, 2022
BUY
$67.9 - $73.3 $22,950 - $24,775
338 New
338 $271,000

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Shearwater Capital LLC Portfolio

Follow Shearwater Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shearwater Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shearwater Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email