Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Gray Wealth Management Inc.

  • $261 Million
  • Q4 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 24,947 shares of SCHV stock, worth $694,773. This represents 0.25% of its overall portfolio holdings.

Number of Shares
24,947
Previous 8,483 194.08%
Holding current value
$694,773
Previous $681,000 4.55%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Feb 10, 2025
BUY
$25.79 - $80.4 $424,606 - $1.32 Million
16,464 Added 194.08%
24,947 $650,000
Q3 2024

Oct 23, 2024
SELL
$73.43 - $80.37 $9,839 - $10,769
-134 Reduced 1.56%
8,483 $681,000
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $11,905 - $13,144
173 Added 2.05%
8,617 $654,000
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $85,807 - $98,546
-1,403 Reduced 14.25%
8,444 $591,000
Q3 2023

Oct 27, 2023
SELL
$64.45 - $69.39 $9,538 - $10,269
-148 Reduced 1.48%
9,847 $634,000
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $27,548 - $29,236
-435 Reduced 4.17%
9,995 $670,000
Q1 2023

Apr 11, 2023
SELL
$62.59 - $69.3 $27,852 - $30,838
-445 Reduced 4.09%
10,430 $683,000
Q4 2022

Feb 13, 2023
SELL
$59.13 - $69.24 $21,641 - $25,341
-366 Reduced 3.26%
10,875 $717,000
Q3 2022

Jan 03, 2023
BUY
$58.51 - $69.02 $74,132 - $87,448
1,267 Added 12.7%
11,241 $658,000
Q2 2022

Jan 03, 2023
BUY
$60.93 - $72.3 $607,715 - $721,120
9,974 New
9,974 $623,000

Others Institutions Holding SCHV

# of Institutions
956
Shares Held
335M
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
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