Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 24,771 shares of SCHV stock, worth $649,743. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,771
Previous 10,323 139.96%
Holding current value
$649,743
Previous $764,000 11.52%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Oct 18, 2024
BUY
$73.43 - $80.37 $1.06 Million - $1.16 Million
14,448 Added 139.96%
24,771 $676,000
Q1 2024

May 07, 2024
BUY
$68.82 - $75.98 $5,918 - $6,534
86 Added 0.84%
10,323 $784,000
Q3 2023

Oct 30, 2023
SELL
$64.45 - $69.39 $10,118 - $10,894
-157 Reduced 1.51%
10,237 $659,000
Q1 2023

May 05, 2023
BUY
$62.59 - $69.3 $125 - $138
2 Added 0.02%
10,394 $681,000
Q3 2022

Oct 24, 2022
SELL
$58.51 - $69.02 $5,090 - $6,004
-87 Reduced 0.83%
10,392 $642,000
Q4 2020

Feb 01, 2021
SELL
$50.83 - $59.53 $30,498 - $35,718
-600 Reduced 5.42%
10,479 $623,000
Q3 2020

Oct 23, 2020
SELL
$49.44 - $54.86 $71,539 - $79,382
-1,447 Reduced 11.55%
11,079 $578,000
Q2 2020

Aug 03, 2020
SELL
$42.21 - $55.29 $750,789 - $983,443
-17,787 Reduced 58.68%
12,526 $627,000
Q1 2020

May 01, 2020
SELL
$38.4 - $61.03 $385,190 - $612,191
-10,031 Reduced 24.86%
30,313 $1.34 Million
Q4 2019

Feb 10, 2020
BUY
$54.73 - $60.25 $766 - $843
14 Added 0.03%
40,344 $2.43 Million
Q3 2019

Nov 04, 2019
BUY
$56.56 - $57.5 $29,015 - $29,497
513 Added 1.29%
40,330 $2.29 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,938 Added 10.98%
39,817 $2.24 Million
Q1 2019

May 08, 2019
BUY
N/A
4,405 Added 14.0%
35,879 $1.96 Million
Q4 2018

Feb 14, 2019
BUY
N/A
31,474 New
31,474 $1.55 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
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More about SCHV
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