Bms Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 3,369 shares of SCHV stock, worth $249,171. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,369
Previous 6,953 51.55%
Holding current value
$249,171
Previous $455,000 50.33%
% of portfolio
0.15%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$63.33 - $67.21 $226,974 - $240,880
-3,584 Reduced 51.55%
3,369 $226,000
Q1 2023

Apr 10, 2023
BUY
$62.59 - $69.3 $435,188 - $481,842
6,953 New
6,953 $455,000
Q3 2022

Oct 17, 2022
BUY
N/A
16,355 New
16,355 $957,000

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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