A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 15,665 shares of SCHV stock, worth $438,776. This represents 1.01% of its overall portfolio holdings.

Number of Shares
15,665
Previous 15,665 -0.0%
Holding current value
$438,776
Previous $1.16 Billion 8.49%
% of portfolio
1.01%
Previous 1.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$71.74 - $75.86 $2,510 - $2,655
-35 Reduced 0.22%
15,665 $1.16 Billion
Q4 2023

Jan 23, 2024

SELL
$61.16 - $70.24 $13,455 - $15,452
-220 Reduced 1.38%
15,700 $1.1 Billion
Q2 2023

Jul 26, 2023

SELL
$63.33 - $67.21 $12,666 - $13,441
-200 Reduced 1.24%
15,920 $1.07 Billion
Q4 2022

Jan 30, 2023

BUY
$59.13 - $69.24 $953,175 - $1.12 Million
16,120 New
16,120 $1.06 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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