Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 14, 2020

SELL
$42.21 - $55.29 $473,976 - $620,851
-11,229 Closed
0 $0
Q1 2020

Apr 30, 2020

SELL
$38.4 - $61.03 $72,076 - $114,553
-1,877 Reduced 14.32%
11,229 $497,000
Q4 2019

Feb 26, 2020

BUY
$54.73 - $60.25 $8,045 - $8,856
147 Added 1.13%
13,106 $788,000
Q3 2019

Nov 12, 2019

SELL
$56.56 - $57.5 $95,982 - $97,577
-1,697 Reduced 11.58%
12,959 $739,000
Q2 2019

Aug 02, 2019

BUY
N/A
14,656 New
14,656 $823,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Capital Wealth Planning, LLC Portfolio

Follow Capital Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.