Avity Investment Management Inc. Schwab Strategic Tr Us Large C Transaction History

Avity Investment Management Inc.

  • $1.25 Billion
  • Q3 2024

A detailed history of Avity Investment Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avity Investment Management Inc. holds 5,385 shares of SCHV stock, worth $140,494. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,385
Previous 5,383 0.04%
Holding current value
$140,494
Previous $398,000 8.54%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 10, 2024
BUY
$73.43 - $80.37 $146 - $160
2 Added 0.04%
5,385 $432,000
Q2 2024

Jul 11, 2024
SELL
$71.74 - $75.86 $95,629 - $101,121
-1,333 Reduced 19.85%
5,383 $398,000
Q1 2024

Apr 16, 2024
BUY
$68.82 - $75.98 $4,955 - $5,470
72 Added 1.08%
6,716 $510,000
Q4 2023

Jan 11, 2024
BUY
$61.16 - $70.24 $61 - $70
1 Added 0.02%
6,644 $465,000
Q3 2023

Oct 18, 2023
SELL
$64.45 - $69.39 $915,318 - $985,476
-14,202 Reduced 68.13%
6,643 $428,000
Q2 2023

Jul 17, 2023
BUY
$63.33 - $67.21 $506,640 - $537,680
8,000 Added 62.28%
20,845 $1.4 Million
Q1 2023

Apr 18, 2023
SELL
$62.59 - $69.3 $198,723 - $220,027
-3,175 Reduced 19.82%
12,845 $842,000
Q1 2022

Apr 19, 2022
BUY
$67.71 - $74.19 $338,549 - $370,950
5,000 Added 45.37%
16,020 $1.14 Million
Q4 2021

Jan 14, 2022
BUY
$67.9 - $73.3 $186,725 - $201,575
2,750 Added 33.25%
11,020 $807,000
Q2 2021

Jul 13, 2021
BUY
$65.81 - $69.75 $9,213 - $9,765
140 Added 1.72%
8,270 $565,000
Q4 2020

Jan 15, 2021
BUY
$50.83 - $59.53 $174,346 - $204,187
3,430 Added 72.98%
8,130 $484,000
Q3 2017

Oct 20, 2017
BUY
N/A
4,700
4,700 $244,000

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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