Blue Barn Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Blue Barn Wealth, LLC

  • $172 Million
  • Q1 2024

A detailed history of Blue Barn Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 6,053 shares of SCHV stock, worth $447,679. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,053
Previous 7,065 14.32%
Holding current value
$447,679
Previous $495,000 7.27%
% of portfolio
0.27%
Previous 0.3%

Shares

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

May 10, 2024
SELL
$68.82 - $75.98 $69,645 - $76,891
-1,012 Reduced 14.32%
6,053 $459,000
Q4 2023

Feb 06, 2024
SELL
$61.16 - $70.24 $56,695 - $65,112
-927 Reduced 11.6%
7,065 $495,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $32,353 - $34,833
-502 Reduced 5.91%
7,992 $515,000
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $24,382 - $25,875
-385 Reduced 4.34%
8,494 $569,000
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $85,310 - $94,455
-1,363 Reduced 13.31%
8,879 $582,000
Q4 2022

Feb 09, 2023
SELL
$64.27 - $69.24 $38,176 - $41,128
-594 Reduced 5.48%
10,242 $676,000
Q3 2022

Oct 26, 2022
SELL
N/A
-564 Reduced 4.95%
10,836 $634,000
Q2 2022

Jul 29, 2022
SELL
N/A
-131 Reduced 1.14%
11,400 $712,000
Q1 2022

May 16, 2022
BUY
N/A
29 Added 0.25%
11,531 $823,000
Q4 2021

Feb 14, 2022
SELL
N/A
-2,183 Reduced 15.95%
11,502 $842,000
Q3 2021

Nov 15, 2021
SELL
N/A
-218 Reduced 1.57%
13,685 $923,000
Q2 2021

Aug 23, 2021
BUY
N/A
13,903 New
13,903 $951,000

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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