Arkadios Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arkadios Wealth Advisors holds 24,620 shares of SCHV stock, worth $642,335. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,620
Previous 5,748 328.32%
Holding current value
$642,335
Previous $425,000 365.41%
% of portfolio
0.12%
Previous 0.03%

Shares

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

Oct 24, 2024
BUY
$73.43 - $80.37 $1.39 Million - $1.52 Million
18,872 Added 328.32%
24,620 $1.98 Million
Q2 2024

Jul 29, 2024
BUY
$71.74 - $75.86 $211,346 - $223,483
2,946 Added 105.14%
5,748 $425,000
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $5,161 - $5,698
-75 Reduced 2.61%
2,802 $212,000
Q4 2023

Jan 24, 2024
SELL
$61.16 - $70.24 $43,607 - $50,081
-713 Reduced 19.86%
2,877 $201,000
Q3 2023

Oct 13, 2023
BUY
$64.45 - $69.39 $231,375 - $249,110
3,590 New
3,590 $231,000
Q2 2022

Jul 14, 2022
SELL
$60.93 - $72.3 $195,280 - $231,721
-3,205 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$67.71 - $74.19 $31,959 - $35,017
-472 Reduced 12.84%
3,205 $229,000
Q4 2021

Feb 03, 2022
SELL
$67.9 - $73.3 $32,999 - $35,623
-486 Reduced 11.67%
3,677 $269,000
Q3 2021

Oct 19, 2021
SELL
$66.91 - $71.05 $50,182 - $53,287
-750 Reduced 15.27%
4,163 $280,000
Q2 2021

Jul 28, 2021
SELL
$65.81 - $69.75 $208,420 - $220,898
-3,167 Reduced 39.2%
4,913 $335,000
Q1 2021

Apr 26, 2021
SELL
$58.71 - $65.66 $182,881 - $204,530
-3,115 Reduced 27.82%
8,080 $527,000
Q4 2020

Feb 09, 2021
BUY
$50.83 - $59.53 $38,122 - $44,647
750 Added 7.18%
11,195 $666,000
Q3 2020

Nov 10, 2020
BUY
$49.44 - $54.86 $741 - $822
15 Added 0.14%
10,445 $566 Million
Q2 2020

Aug 10, 2020
BUY
$42.21 - $55.29 $440,250 - $576,674
10,430 New
10,430 $533 Million

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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