A detailed history of Aspiriant, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspiriant, LLC holds 15,033 shares of SCHV stock, worth $392,210. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,033
Previous 16,364 8.13%
Holding current value
$392,210
Previous $1.21 Million 0.33%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$73.43 - $80.37 $97,735 - $106,972
-1,331 Reduced 8.13%
15,033 $1.21 Million
Q2 2024

Jul 15, 2024

SELL
$71.74 - $75.86 $1,650 - $1,744
-23 Reduced 0.14%
16,364 $1.21 Million
Q1 2024

Apr 15, 2024

SELL
$68.82 - $75.98 $32,895 - $36,318
-478 Reduced 2.83%
16,387 $1.25 Million
Q4 2023

Jan 26, 2024

SELL
$61.16 - $70.24 $27,644 - $31,748
-452 Reduced 2.61%
16,865 $1.18 Million
Q3 2023

Oct 17, 2023

SELL
$64.45 - $69.39 $13,147 - $14,155
-204 Reduced 1.16%
17,317 $1.12 Million
Q2 2023

Jul 19, 2023

BUY
$63.33 - $67.21 $1,583 - $1,680
25 Added 0.14%
17,521 $1.18 Million
Q1 2023

Apr 27, 2023

BUY
$62.59 - $69.3 $17,712 - $19,611
283 Added 1.64%
17,496 $1.15 Million
Q4 2022

Jan 23, 2023

SELL
$59.13 - $69.24 $90,350 - $105,798
-1,528 Reduced 8.15%
17,213 $0
Q3 2022

Oct 28, 2022

BUY
$58.51 - $69.02 $110,993 - $130,930
1,897 Added 11.26%
18,741 $1.1 Million
Q4 2021

Feb 14, 2022

BUY
$67.9 - $73.3 $66,270 - $71,540
976 Added 6.15%
16,844 $1.23 Million
Q2 2021

Aug 13, 2021

SELL
$65.81 - $69.75 $13,030 - $13,810
-198 Reduced 1.23%
15,868 $1.09 Million
Q1 2021

May 11, 2021

BUY
$58.71 - $65.66 $2,759 - $3,086
47 Added 0.29%
16,066 $1.05 Million
Q1 2020

May 05, 2020

SELL
$38.4 - $61.03 $105,408 - $167,527
-2,745 Reduced 14.63%
16,019 $708,000
Q4 2019

Jan 27, 2020

BUY
$54.73 - $60.25 $349,560 - $384,816
6,387 Added 51.6%
18,764 $1.13 Million
Q3 2019

Nov 04, 2019

BUY
$56.56 - $57.5 $165,551 - $168,302
2,927 Added 30.97%
12,377 $702,000
Q2 2019

Aug 06, 2019

BUY
N/A
3,032 Added 47.24%
9,450 $530,000
Q1 2019

May 03, 2019

BUY
N/A
1,499 Added 30.47%
6,418 $351,000
Q4 2018

Feb 04, 2019

BUY
N/A
4,919 New
4,919 $242,000
Q4 2017

Jan 31, 2018

SELL
N/A
-4,413 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
4,413
4,413 $229,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Aspiriant, LLC Portfolio

Follow Aspiriant, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.