A detailed history of Acg Wealth transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Acg Wealth holds 4,287 shares of SCHV stock, worth $317,152. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,287
Previous 4,927 12.99%
Holding current value
$317,152
Previous $308,000 18.51%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 03, 2022

SELL
N/A
-640 Reduced 12.99%
4,287 $251,000
Q3 2021

Nov 01, 2021

SELL
N/A
-449 Reduced 8.35%
4,927 $332,000
Q1 2021

May 03, 2021

SELL
N/A
-102 Reduced 1.86%
5,376 $351,000
Q4 2020

Feb 02, 2021

SELL
N/A
-493 Reduced 8.26%
5,478 $326,000
Q3 2020

Nov 12, 2020

SELL
N/A
-99 Reduced 1.63%
5,971 $312,000
Q2 2020

Oct 07, 2020

SELL
N/A
-1,221 Reduced 16.75%
6,070 $304,000
Q1 2020

Oct 07, 2020

SELL
N/A
-1,070 Reduced 12.8%
7,291 $323,000
Q4 2019

Feb 13, 2020

BUY
N/A
5 Added 0.06%
8,361 $503,000
Q3 2019

Oct 30, 2019

SELL
N/A
-453 Reduced 5.14%
8,356 $474,000
Q1 2019

Apr 25, 2019

SELL
N/A
-1,445 Reduced 14.09%
8,809 $482,000
Q4 2018

Jan 14, 2019

BUY
N/A
632 Added 6.57%
10,254 $505,000
Q3 2018

Oct 09, 2018

BUY
N/A
3 Added 0.03%
9,622 $540,000
Q2 2018

Jul 26, 2018

SELL
N/A
-1,157 Reduced 10.74%
9,619 $511,000
Q1 2018

Apr 10, 2018

BUY
N/A
443 Added 4.29%
10,776 $569,000
Q4 2017

Feb 08, 2018

BUY
N/A
750 Added 7.83%
10,333 $565,000
Q3 2017

Nov 07, 2017

BUY
N/A
1,687 Added 21.37%
9,583 $497,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,896
7,896 $396,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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