A detailed history of Centaurus Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Centaurus Financial, Inc. holds 2,776 shares of SCHV stock, worth $72,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,776
Previous 2,573 7.89%
Holding current value
$72,814
Previous $190,000 17.37%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$73.43 - $80.37 $14,906 - $16,315
203 Added 7.89%
2,776 $223,000
Q2 2024

Sep 20, 2024

BUY
$71.74 - $75.86 $10,043 - $10,620
140 Added 5.75%
2,573 $190,000
Q1 2024

May 14, 2024

BUY
$68.82 - $75.98 $167,439 - $184,859
2,433 New
2,433 $184,000
Q4 2022

Feb 10, 2023

SELL
$59.13 - $69.24 $193,946 - $227,107
-3,280 Reduced 63.98%
1,847 $121,000
Q3 2022

Dec 05, 2022

BUY
$58.51 - $69.02 $299,980 - $353,865
5,127 New
5,127 $300,000
Q2 2022

Aug 02, 2022

SELL
$60.93 - $72.3 $100,900 - $119,728
-1,656 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$67.71 - $74.19 $25,594 - $28,043
-378 Reduced 18.58%
1,656 $118,000
Q4 2021

Feb 01, 2022

BUY
$67.9 - $73.3 $543 - $586
8 Added 0.39%
2,034 $149,000
Q3 2021

Nov 12, 2021

BUY
$66.91 - $71.05 $66 - $71
1 Added 0.05%
2,026 $137,000
Q2 2021

Aug 10, 2021

BUY
$65.81 - $69.75 $133,265 - $141,243
2,025 New
2,025 $138,000
Q3 2018

Nov 05, 2018

SELL
N/A
-2,407 Closed
0 $0
Q2 2018

Aug 15, 2018

BUY
N/A
2,407 New
2,407 $128,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Centaurus Financial, Inc. Portfolio

Follow Centaurus Financial, Inc. 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 Centaurus Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Centaurus Financial, Inc. with notifications on news.