A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterloo Capital, L.P. holds 5,120 shares of SCHV stock, worth $134,809. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,120
Previous 5,064 1.11%
Holding current value
$134,809
Previous $375 Million 9.68%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$73.43 - $80.37 $4,112 - $4,500
56 Added 1.11%
5,120 $411 Million
Q1 2024

May 13, 2024

SELL
$68.82 - $75.98 $40,672 - $44,904
-591 Reduced 10.45%
5,064 $385 Million
Q4 2023

Feb 13, 2024

BUY
$61.16 - $70.24 $2,140 - $2,458
35 Added 0.62%
5,655 $396 Million
Q3 2023

Nov 14, 2023

BUY
$64.45 - $69.39 $1,997 - $2,151
31 Added 0.55%
5,620 $362 Million
Q2 2023

Aug 11, 2023

BUY
$63.33 - $67.21 $1,836 - $1,949
29 Added 0.52%
5,589 $375 Million
Q1 2023

May 15, 2023

SELL
$62.59 - $69.3 $583,902 - $646,499
-9,329 Reduced 62.66%
5,560 $365 Million
Q1 2020

Jun 01, 2020

BUY
$38.4 - $61.03 $571,737 - $908,675
14,889 New
14,889 $659,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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