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 6,511 shares of SCHV stock, worth $177,294. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,511
Previous 6,511 -0.0%
Holding current value
$177,294
Previous $482,000 8.51%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.