American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History

American Financial & Tax Strategies Inc

  • $188 Million
  • Q4 2024

A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 155,285 shares of SCHV stock, worth $4.21 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
155,285
Previous 51,818 199.67%
Holding current value
$4.21 Million
Previous $4.16 Million 2.79%
% of portfolio
2.15%
Previous 2.17%

Shares

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

Jan 27, 2025
BUY
$25.79 - $80.4 $2.67 Million - $8.32 Million
103,467 Added 199.67%
155,285 $4.05 Million
Q3 2024

Oct 28, 2024
SELL
$73.43 - $80.37 $72,769 - $79,646
-991 Reduced 1.88%
51,818 $4.16 Million
Q2 2024

Aug 08, 2024
BUY
$71.74 - $75.86 $2,439 - $2,579
34 Added 0.06%
52,809 $3.91 Million
Q1 2024

Aug 02, 2024
BUY
$68.82 - $75.98 $3.63 Million - $4.01 Million
52,775 New
52,775 $4.01 Million
Q4 2023

Aug 06, 2024
SELL
$61.16 - $70.24 $1.03 Million - $1.18 Million
-16,819 Reduced 31.87%
35,956 $1.25 Billion

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
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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