Adviser Investments LLC Schwab Strategic Tr Us Large C Transaction History

Adviser Investments LLC

  • $7.38 Billion
  • Q1 2024

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adviser Investments LLC holds 96,056 shares of SCHV stock, worth $7.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
96,056
Previous 97,919 1.9%
Holding current value
$7.11 Million
Previous $6.86 Million 6.32%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$68.82 - $75.98 $128,211 - $141,550
-1,863 Reduced 1.9%
96,056 $7.3 Million
Q4 2023

Feb 01, 2024
BUY
$61.16 - $70.24 $3.88 Million - $4.46 Million
63,511 Added 184.58%
97,919 $6.86 Million
Q3 2023

Oct 11, 2023
SELL
$64.45 - $69.39 $30,742 - $33,099
-477 Reduced 1.37%
34,408 $2.22 Million
Q2 2023

Aug 04, 2023
BUY
$63.33 - $67.21 $1.59 Million - $1.69 Million
25,167 Added 258.97%
34,885 $2.34 Million
Q1 2023

Apr 25, 2023
BUY
$62.59 - $69.3 $139,826 - $154,816
2,234 Added 29.85%
9,718 $637,000
Q4 2022

Jan 19, 2023
BUY
$64.27 - $69.24 $480,996 - $518,192
7,484 New
7,484 $0

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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