Alpha Cubed Investments, LLC Schwab Strategic Tr Us Large C Transaction History

Alpha Cubed Investments, LLC

  • $2.18 Billion
  • Q4 2024

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 20,083 shares of SCHV stock, worth $553,085. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,083
Previous 6,632 202.82%
Holding current value
$553,085
Previous $533,000 1.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 16, 2025
BUY
$25.79 - $80.4 $346,901 - $1.08 Million
13,451 Added 202.82%
20,083 $523,000
Q3 2024

Oct 07, 2024
SELL
$73.43 - $80.37 $1.53 Million - $1.67 Million
-20,823 Reduced 75.84%
6,632 $533,000
Q2 2024

Jul 15, 2024
BUY
$71.74 - $75.86 $71,381 - $75,480
995 Added 3.76%
27,455 $2.03 Million
Q1 2024

Apr 22, 2024
BUY
$68.82 - $75.98 $46,591 - $51,438
677 Added 2.63%
26,460 $2.01 Million
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $2,752 - $3,160
-45 Reduced 0.17%
25,783 $1.81 Million
Q3 2023

Oct 19, 2023
SELL
$64.45 - $69.39 $29,518 - $31,780
-458 Reduced 1.74%
25,828 $1.66 Million
Q2 2023

Jul 20, 2023
SELL
$63.33 - $67.21 $13,995 - $14,853
-221 Reduced 0.83%
26,286 $1.76 Million
Q1 2023

Apr 26, 2023
SELL
$62.59 - $69.3 $54,891 - $60,776
-877 Reduced 3.2%
26,507 $1.74 Million
Q4 2022

Jan 25, 2023
SELL
$59.13 - $69.24 $93,307 - $109,260
-1,578 Reduced 5.45%
27,384 $0
Q3 2022

Nov 03, 2022
BUY
$58.51 - $69.02 $36,685 - $43,275
627 Added 2.21%
28,962 $1.7 Million
Q2 2022

Jul 22, 2022
BUY
$60.93 - $72.3 $380,690 - $451,730
6,248 Added 28.29%
28,335 $1.77 Million
Q1 2022

Apr 22, 2022
BUY
$67.71 - $74.19 $207,328 - $227,169
3,062 Added 16.09%
22,087 $1.58 Million
Q4 2021

Jan 19, 2022
SELL
$67.9 - $73.3 $12,765 - $13,780
-188 Reduced 0.98%
19,025 $1.39 Million
Q3 2021

Oct 26, 2021
BUY
$66.91 - $71.05 $27,299 - $28,988
408 Added 2.17%
19,213 $1.3 Million
Q2 2021

Jul 20, 2021
SELL
$65.81 - $69.75 $526 - $558
-8 Reduced 0.04%
18,805 $1.29 Million
Q1 2021

Apr 23, 2021
BUY
$58.71 - $65.66 $33,993 - $38,017
579 Added 3.18%
18,813 $1.23 Million
Q4 2020

Jan 29, 2021
BUY
$50.83 - $59.53 $22,619 - $26,490
445 Added 2.5%
18,234 $1.09 Million
Q3 2020

Oct 14, 2020
BUY
$49.44 - $54.86 $1,186 - $1,316
24 Added 0.14%
17,789 $928,000
Q2 2020

Jul 13, 2020
SELL
$42.21 - $55.29 $29,715 - $38,924
-704 Reduced 3.81%
17,765 $890,000
Q1 2020

Apr 10, 2020
SELL
$38.4 - $61.03 $85,440 - $135,791
-2,225 Reduced 10.75%
18,469 $818,000
Q1 2019

Apr 26, 2019
SELL
N/A
-1,050 Reduced 4.83%
20,694 $1.13 Million
Q4 2018

Jan 29, 2019
SELL
N/A
-2,420 Reduced 10.01%
21,744 $1.07 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-240 Reduced 0.98%
24,164 $1.28 Million
Q1 2018

May 09, 2018
BUY
N/A
670 Added 2.82%
24,404 $1.29 Million
Q3 2017

Oct 23, 2017
BUY
N/A
23,734
23,734 $1.23 Million

Others Institutions Holding SCHV

# of Institutions
884
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
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