Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 88,054 shares of SCHV stock, worth $2.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
88,054
Previous 29,225 201.3%
Holding current value
$2.4 Million
Previous $2.35 Billion 2.27%
% of portfolio
0.75%
Previous 0.78%

Shares

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

Feb 13, 2025
BUY
$25.79 - $80.4 $1.52 Million - $4.73 Million
58,829 Added 201.3%
88,054 $2.3 Billion
Q3 2024

Nov 15, 2024
SELL
$73.43 - $80.37 $6,902 - $7,554
-94 Reduced 0.32%
29,225 $2.35 Billion
Q2 2024

Aug 12, 2024
BUY
$71.74 - $75.86 $167,584 - $177,208
2,336 Added 8.66%
29,319 $2.17 Billion
Q1 2024

Apr 26, 2024
BUY
$68.82 - $75.98 $156,221 - $172,474
2,270 Added 9.19%
26,983 $2.05 Billion
Q4 2023

Jan 22, 2024
BUY
$61.16 - $70.24 $223,906 - $257,148
3,661 Added 17.39%
24,713 $1.73 Billion
Q3 2023

Nov 07, 2023
BUY
$64.45 - $69.39 $177,237 - $190,822
2,750 Added 15.03%
21,052 $1.36 Billion
Q2 2023

Jul 25, 2023
BUY
$63.33 - $67.21 $142,999 - $151,760
2,258 Added 14.07%
18,302 $1.23 Billion
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $948,681 - $1.11 Million
16,044 New
16,044 $1.06 Billion

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
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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