Aprio Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,791 shares of SCHV stock, worth $73,207. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,791
Previous 2,849 2.04%
Holding current value
$73,207
Previous $211,000 6.16%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 07, 2024
SELL
$73.43 - $80.37 $4,258 - $4,661
-58 Reduced 2.04%
2,791 $224,000
Q2 2024

Jul 10, 2024
BUY
$71.74 - $75.86 $204,387 - $216,125
2,849 New
2,849 $211,000
Q4 2020

Jan 11, 2021
SELL
$50.83 - $59.53 $530,207 - $620,957
-10,431 Closed
0 $0
Q3 2020

Oct 14, 2020
SELL
$49.44 - $54.86 $271,277 - $301,016
-5,487 Reduced 34.47%
10,431 $544,000
Q2 2020

Jul 20, 2020
SELL
$42.21 - $55.29 $188,425 - $246,814
-4,464 Reduced 21.9%
15,918 $798,000
Q1 2020

Apr 16, 2020
BUY
$38.4 - $61.03 $504,883 - $802,422
13,148 Added 181.75%
20,382 $902,000
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $395,916 - $435,848
7,234 New
7,234 $435,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
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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