Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Petra Financial Advisors Inc

$152 Billion
Q3 2024

A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 65,072 shares of SCHV stock, worth $1.69 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

65,072

Previous 63,193 2.97%

Holding current value

$1.69 Million

Previous $4.68 Billion 11.72%

% of portfolio

3.45%

Previous 3.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$73.43 - $80.37 $137,974 - $151,015	1,879 Added 2.97%	65,072 $5.23 Billion
Q2 2024 Jul 18, 2024	BUY	$71.74 - $75.86 $140,179 - $148,230	1,954 Added 3.19%	63,193 $4.68 Billion
Q1 2024 Apr 23, 2024	SELL	$68.82 - $75.98 $76,459 - $84,413	-1,111 Reduced 1.78%	61,239 $4.62 Billion
Q4 2023 Jan 29, 2024	BUY	$61.16 - $70.24 $110,944 - $127,415	1,814 Added 3.0%	62,350 $4.37 Billion
Q3 2023 Nov 01, 2023	BUY	$64.45 - $69.39 $377,870 - $406,833	5,863 Added 10.72%	60,536 $3.9 Billion
Q2 2023 Jul 26, 2023	BUY	$63.33 - $67.21 $3.1 Million - $3.29 Million	48,976 Added 859.68%	54,673 $3.67 Billion
Q1 2023 Apr 20, 2023	SELL	$62.59 - $69.3 $3.29 Million - $3.64 Million	-52,491 Reduced 90.21%	5,697 $374 Million
Q4 2022 Apr 10, 2023	BUY	$59.13 - $69.24 $3.44 Million - $4.03 Million	58,188 New	58,188 $3.84 Billion

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History