Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History

Balanced Rock Investment Advisor

  • $119 Billion
  • Q2 2024

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,766 shares of SCHV stock, worth $221,418. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,766
Previous 4,129 33.01%
Holding current value
$221,418
Previous $314 Million 34.69%
% of portfolio
0.17%
Previous 0.27%

Shares

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

Jul 31, 2024
SELL
$71.74 - $75.86 $97,781 - $103,397
-1,363 Reduced 33.01%
2,766 $205 Million
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $218,159 - $240,856
-3,170 Reduced 43.43%
4,129 $314 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $446,406 - $512,681
7,299 New
7,299 $512 Million

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
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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