Center For Financial Planning, Inc. Schwab Strategic Tr Us Large C Transaction History

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025

A detailed history of Center For Financial Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 19,533 shares of SCHV stock, worth $563,136. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,533
Previous 19,533 -0.0%
Holding current value
$563,136
Previous $519,000 4.05%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 30, 2025
BUY
$25.79 - $80.4 $335,837 - $1.05 Million
13,022 Added 200.0%
19,533 $509,000
Q2 2023

Aug 09, 2023
BUY
$63.33 - $67.21 $55,413 - $58,808
875 Added 15.53%
6,511 $436,000
Q1 2022

May 03, 2022
BUY
$67.71 - $74.19 $381,613 - $418,134
5,636 New
5,636 $402,000
Q2 2020

Aug 06, 2020
SELL
$42.21 - $55.29 $1,181 - $1,548
-28 Closed
0 $0
Q1 2020

May 11, 2020
BUY
$38.4 - $61.03 $1,075 - $1,708
28 New
28 $1,000

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
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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