Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Bigelow Investment Advisors, LLC

  • $203 Million
  • Q1 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 13,032 shares of SCHV stock, worth $964,368. This represents 0.49% of its overall portfolio holdings.

Number of Shares
13,032
Previous 14,862 12.31%
Holding current value
$964,368
Previous $1.04 Million 4.9%
% of portfolio
0.49%
Previous 0.56%

Shares

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

May 08, 2024
SELL
$68.82 - $75.98 $125,940 - $139,043
-1,830 Reduced 12.31%
13,032 $990,000
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $405,368 - $465,550
6,628 Added 80.5%
14,862 $1.04 Million
Q3 2023

Oct 31, 2023
BUY
$64.45 - $69.39 $73,150 - $78,757
1,135 Added 15.99%
8,234 $530,000
Q2 2023

Jul 25, 2023
BUY
$63.33 - $67.21 $63,836 - $67,747
1,008 Added 16.55%
7,099 $476,000
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $32,922 - $36,451
526 Added 9.45%
6,091 $399,000
Q4 2022

Jan 26, 2023
BUY
$64.27 - $69.24 $105,724 - $113,899
1,645 Added 41.96%
5,565 $0
Q3 2022

Nov 10, 2022
BUY
N/A
693 Added 21.48%
3,920 $229,000
Q2 2022

Jul 18, 2022
BUY
N/A
312 Added 10.7%
3,227 $201,000
Q4 2021

Feb 11, 2022
BUY
N/A
2,915 New
2,915 $213,000
Q3 2021

Nov 04, 2021
SELL
N/A
-2,945 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
N/A
2,945 New
2,945 $201,000
Q1 2020

May 05, 2020
SELL
N/A
-8,591 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
563 Added 7.01%
8,591 $516,000
Q3 2019

Oct 22, 2019
BUY
N/A
748 Added 10.27%
8,028 $455,000
Q2 2019

Jul 17, 2019
SELL
N/A
-742 Reduced 9.25%
7,280 $409,000
Q1 2019

Apr 25, 2019
BUY
N/A
7 Added 0.09%
8,022 $439,000
Q4 2018

Jan 29, 2019
SELL
N/A
-100 Reduced 1.23%
8,015 $395,000
Q3 2018

Nov 05, 2018
SELL
N/A
-1,188 Reduced 12.77%
8,115 $455,000
Q2 2018

Jul 19, 2018
SELL
N/A
-1,995 Reduced 17.66%
9,303 $494,000
Q1 2018

Apr 19, 2018
BUY
N/A
1,988 Added 21.35%
11,298 $597,000
Q4 2017

Feb 09, 2018
BUY
N/A
9,310
9,310 $509,000

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
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