American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History

American Investment Services, Inc.

$584 Million
Q3 2024

A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Investment Services, Inc. holds 5,759 shares of SCHV stock, worth $150,252. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,759

Previous 5,750 0.16%

Holding current value

$150,252

Previous $425,000 8.71%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $660 - $723	9 Added 0.16%	5,759 $462,000
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $7,570 - $8,357	-110 Reduced 1.88%	5,750 $436,000
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $911,952 - $967,823	-14,400 Reduced 71.08%	5,860 $393,000
Q3 2021 Nov 09, 2021	SELL	$66.91 - $71.05 $78,619 - $83,483	-1,175 Reduced 5.48%	20,260 $1.37 Million
Q2 2020 Aug 03, 2020	BUY	$42.21 - $55.29 $23,004 - $30,133	545 Added 2.61%	21,435 $1.07 Million
Q2 2019 Aug 06, 2019	BUY	N/A	110 Added 0.53%	20,890 $1.17 Million
Q1 2019 May 06, 2019	BUY	N/A	140 Added 0.68%	20,780 $1.14 Million
Q4 2018 Jan 18, 2019	BUY	N/A	20,640 New	20,640 $1.02 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on American Investment Services, Inc. with notifications on news.

Account

American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History