Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 434 shares of SCHV stock, worth $11,761. This represents 0.01% of its overall portfolio holdings.

Number of Shares
434
Previous 131 231.3%
Holding current value
$11,761
Previous $10,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$25.79 - $80.4 $7,814 - $24,361
303 Added 231.3%
434 $11,000
Q2 2024

Jul 12, 2024
BUY
$71.74 - $75.86 $430 - $455
6 Added 4.8%
131 $9,000
Q1 2024

Apr 05, 2024
SELL
$68.82 - $75.98 $4,748 - $5,242
-69 Reduced 35.57%
125 $9,000
Q4 2023

Jan 23, 2024
SELL
$61.16 - $70.24 $122 - $140
-2 Reduced 1.02%
194 $13,000
Q3 2023

Oct 17, 2023
BUY
$64.45 - $69.39 $580 - $624
9 Added 4.81%
196 $12,000
Q1 2023

Apr 14, 2023
BUY
$62.59 - $69.3 $1,877 - $2,079
30 Added 19.11%
187 $12,000
Q4 2022

Jan 10, 2023
SELL
$59.13 - $69.24 $177 - $207
-3 Reduced 1.88%
157 $10,000
Q2 2022

Jul 19, 2022
BUY
$60.93 - $72.3 $609 - $723
10 Added 6.67%
160 $10,000
Q4 2021

Jan 24, 2022
SELL
$67.9 - $73.3 $203 - $219
-3 Reduced 1.96%
150 $11,000
Q1 2021

Apr 09, 2021
BUY
$58.71 - $65.66 $587 - $656
10 Added 6.99%
153 $10,000
Q4 2020

Jan 29, 2021
SELL
$50.83 - $59.53 $203 - $238
-4 Reduced 2.72%
143 $9,000
Q1 2020

Apr 09, 2020
SELL
$38.4 - $61.03 $6,912 - $10,985
-180 Reduced 55.05%
147 $7,000
Q4 2019

Feb 07, 2020
BUY
$54.73 - $60.25 $17,896 - $19,701
327 New
327 $20,000

Others Institutions Holding SCHV

# of Institutions
855
Shares Held
199M
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
  • Industry ETFs
More about SCHV
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