Alliance Wealth Management Group Schwab Strategic Tr Us Large C Transaction History

Alliance Wealth Management Group

$382 Million
Q1 2025

A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alliance Wealth Management Group holds 24,237 shares of SCHV stock, worth $657,549. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,237

Previous 24,237 -0.0%

Holding current value

$657,549

Previous $631,000 2.06%

% of portfolio

0.17%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.79 - $80.4 $416,714 - $1.3 Million	16,158 Added 200.0%	24,237 $631,000
Q2 2024 Jul 12, 2024	SELL	$71.74 - $75.86 $3,084 - $3,261	-43 Reduced 0.53%	8,079 $598,000
Q4 2023 Jan 19, 2024	BUY	$61.16 - $70.24 $550 - $632	9 Added 0.11%	8,122 $569,000
Q2 2023 Aug 09, 2023	SELL	$63.33 - $67.21 $3,419 - $3,629	-54 Reduced 0.66%	8,113 $544,000
Q1 2023 May 05, 2023	SELL	$62.59 - $69.3 $1,752 - $1,940	-28 Reduced 0.34%	8,167 $535,000
Q4 2022 Feb 10, 2023	SELL	$59.13 - $69.24 $1,596 - $1,869	-27 Reduced 0.33%	8,195 $541,000
Q2 2022 Aug 10, 2022	SELL	$60.93 - $72.3 $1,766 - $2,096	-29 Reduced 0.35%	8,222 $513,000
Q1 2021 May 04, 2021	SELL	$58.71 - $65.66 $1,232 - $1,378	-21 Reduced 0.25%	8,251 $539,000
Q2 2020 Sep 09, 2020	SELL	$42.21 - $55.29 $506 - $663	-12 Reduced 0.14%	8,272 $415,000
Q4 2019 Feb 10, 2020	SELL	$54.73 - $60.25 $1,641 - $1,807	-30 Reduced 0.36%	8,284 $498,000
Q4 2018 Feb 14, 2019	BUY	N/A	252 Added 3.13%	8,314 $410,000
Q3 2018 Nov 14, 2018	SELL	N/A	-67 Reduced 0.82%	8,062 $452,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,929 Reduced 19.18%	8,129 $432,000
Q1 2018 May 21, 2018	BUY	N/A	89 Added 0.89%	10,058 $531,000
Q4 2017 Jan 31, 2018	SELL	N/A	-10,035 Reduced 50.16%	9,969 $545,000
Q3 2017 Nov 09, 2017	BUY	N/A	20,004	20,004 $1.03 Million

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Alliance Wealth Management Group Schwab Strategic Tr Us Large C Transaction History