A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chapin Davis, Inc. holds 3,701 shares of SCHV stock, worth $274,170. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,701
Previous 4,352 14.96%
Holding current value
$274,170
Previous $305 Million 7.83%
% of portfolio
0.1%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$68.82 - $75.98 $44,801 - $49,462
-651 Reduced 14.96%
3,701 $281 Million
Q4 2023

Jan 11, 2024

BUY
$61.16 - $70.24 $65,747 - $75,508
1,075 Added 32.8%
4,352 $305 Million
Q1 2023

Apr 12, 2023

BUY
$62.59 - $69.3 $205,107 - $227,096
3,277 New
3,277 $215 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Chapin Davis, Inc. Portfolio

Follow Chapin Davis, 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 Chapin Davis, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chapin Davis, Inc. with notifications on news.