Veery Capital, LLC SCHV Holdings History

Number of Shares
1.10 Mil
Current Holdings Value*
$30.53 Mil
% of Portfolio
10.5%
Total Estimate Gain
$461,374.73
% of Total Estimate Gain
1.42%

Veery Capital, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-06-30, Veery Capital, LLC held 1.10 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $30.53 Mil. This investment constitutes 10.5% of their stock portfolio, and Veery Capital, LLC now holds 0.24% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2020Q4. And since then Veery Capital, LLC has made 13 purchases of SCHV, at an average price of $28.86, for a total of 1.13 Mil shares. In addition, there have been 5 sales at an average price of $68.57 for 24,306.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Veery Capital, LLC's estimated gain on his SCHV holdings is $461,374.73, reflecting a 1.42% gain to date.

Veery Capital, LLC SCHV ($28.40) Holding Chart

Veery Capital, LLC SCHV ($28.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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