Aimz Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Aimz Investment Advisors, LLC

  • $284 Million
  • Q4 2024

A detailed history of Aimz Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aimz Investment Advisors, LLC holds 11,400 shares of SCHV stock, worth $306,888. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,400
Previous 3,800 200.0%
Holding current value
$306,888
Previous $305,000 2.62%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Feb 05, 2025
BUY
$25.79 - $80.4 $196,004 - $611,040
7,600 Added 200.0%
11,400 $297,000
Q4 2022

Feb 10, 2023
SELL
$59.13 - $69.24 $13,718 - $16,063
-232 Reduced 5.75%
3,800 $251,000
Q4 2020

Feb 08, 2021
BUY
$50.83 - $59.53 $204,946 - $240,024
4,032 New
4,032 $240,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
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
Track This Portfolio

Track Aimz Investment Advisors, LLC Portfolio

Follow Aimz Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aimz Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aimz Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email