Athena Investment Management Schwab Strategic Tr Us Large C Transaction History

Athena Investment Management

  • $156 Million
  • Q1 2024

A detailed history of Athena Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Athena Investment Management holds 12,920 shares of SCHV stock, worth $955,563. This represents 0.63% of its overall portfolio holdings.

Number of Shares
12,920
Previous 18,937 31.77%
Holding current value
$955,563
Previous $1.33 Million 26.07%
% of portfolio
0.63%
Previous 0.93%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$68.82 - $75.98 $414,089 - $457,171
-6,017 Reduced 31.77%
12,920 $981,000
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $375,338 - $431,062
6,137 Added 47.95%
18,937 $1.33 Million
Q2 2023

Jul 31, 2023
BUY
$63.33 - $67.21 $126,660 - $134,420
2,000 Added 18.52%
12,800 $858,000
Q1 2023

May 10, 2023
SELL
$62.59 - $69.3 $92,758 - $102,702
-1,482 Reduced 12.07%
10,800 $708,000
Q4 2022

Feb 23, 2023
BUY
$64.27 - $69.24 $82,394 - $88,765
1,282 Added 11.65%
12,282 $810,000
Q1 2022

May 16, 2022
BUY
N/A
11,000 New
11,000 $790,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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
Track This Portfolio

Track Athena Investment Management Portfolio

Follow Athena Investment Management 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 Athena Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Athena Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email