A detailed history of Ami Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ami Investment Management Inc holds 3,404 shares of SCHV stock, worth $94,631. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,404
Previous 3,929 13.36%
Holding current value
$94,631
Previous $291,000 6.19%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$73.43 - $80.37 $38,550 - $42,194
-525 Reduced 13.36%
3,404 $273,000
Q2 2024

Jul 25, 2024

BUY
$71.74 - $75.86 $26,113 - $27,613
364 Added 10.21%
3,929 $291,000
Q1 2024

Apr 17, 2024

BUY
$68.82 - $75.98 $18,443 - $20,362
268 Added 8.13%
3,565 $270,000
Q4 2023

Jan 18, 2024

BUY
$61.16 - $70.24 $201,644 - $231,581
3,297 New
3,297 $231,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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