Aj Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 14,269 shares of SCHV stock, worth $399,674. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,269
Previous 20,457 30.25%
Holding current value
$399,674
Previous $1.34 Million 28.64%
% of portfolio
0.05%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$63.33 - $67.21 $391,886 - $415,895
-6,188 Reduced 30.25%
14,269 $957,000
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $4,630 - $5,494
-76 Reduced 0.37%
20,457 $1.28 Million
Q1 2022

May 13, 2022
SELL
$67.71 - $74.19 $7,244 - $7,938
-107 Reduced 0.52%
20,533 $1.47 Million
Q4 2021

Jan 26, 2022
SELL
$67.9 - $73.3 $3,598 - $3,884
-53 Reduced 0.26%
20,640 $1.51 Million
Q3 2021

Oct 20, 2021
BUY
$66.91 - $71.05 $88,053 - $93,501
1,316 Added 6.79%
20,693 $1.4 Million
Q1 2021

May 06, 2021
SELL
$58.71 - $65.66 $215,406 - $240,906
-3,669 Reduced 15.92%
19,377 $1.27 Million
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $17,028 - $19,942
335 Added 1.48%
23,046 $1.37 Million
Q3 2020

Nov 16, 2020
SELL
$49.44 - $54.86 $152,917 - $169,681
-3,093 Reduced 11.99%
22,711 $1.19 Million
Q2 2020

Aug 14, 2020
BUY
$42.21 - $55.29 $84 - $110
2 Added 0.01%
25,804 $1.29 Million
Q1 2020

May 15, 2020
BUY
$38.4 - $61.03 $1,689 - $2,685
44 Added 0.17%
25,802 $1.14 Million
Q4 2019

Feb 14, 2020
SELL
$54.73 - $60.25 $137,481 - $151,348
-2,512 Reduced 8.89%
25,758 $1.55 Million
Q3 2019

Nov 26, 2019
SELL
$56.56 - $57.5 $82,407 - $83,777
-1,457 Reduced 4.9%
28,270 $1.6 Million
Q2 2019

Aug 19, 2019
BUY
N/A
230 Added 0.78%
29,727 $1.67 Million
Q4 2018

Feb 14, 2019
BUY
N/A
4,849 Added 19.67%
29,497 $1.45 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-265 Reduced 1.06%
24,648 $1.38 Million
Q1 2018

Jul 19, 2018
BUY
N/A
840 Added 3.49%
24,913 $1.32 Million
Q2 2017

Jul 19, 2018
BUY
N/A
147 Added 0.61%
24,073 $1.21 Million
Q1 2017

Jul 19, 2018
BUY
N/A
530 Added 2.27%
23,926 $1.19 Million
Q4 2016

Jul 19, 2018
BUY
N/A
23,396
23,396 $1.13 Million

Others Institutions Holding SCHV

# of Institutions
834
Shares Held
112M
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
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