Chicago Partners Investment Group LLC Schwab Strategic Tr Us Large C Transaction History

Chicago Partners Investment Group LLC

  • $2.43 Billion
  • Q2 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 5,119 shares of SCHV stock, worth $410,646. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,119
Previous 4,694 9.05%
Holding current value
$410,646
Previous $356,000 6.46%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$71.74 - $75.86 $30,489 - $32,240
425 Added 9.05%
5,119 $379,000
Q1 2024

Apr 25, 2024
BUY
$68.82 - $75.98 $89,534 - $98,849
1,301 Added 38.34%
4,694 $356,000
Q4 2023

Feb 23, 2024
BUY
$61.16 - $70.24 $550 - $632
9 Added 0.27%
3,393 $237,000
Q3 2023

Oct 26, 2023
SELL
$64.45 - $69.39 $15,210 - $16,376
-236 Reduced 6.52%
3,384 $218,000
Q2 2023

Aug 07, 2023
BUY
$63.33 - $67.21 $15,135 - $16,063
239 Added 7.07%
3,620 $242,000
Q1 2023

Apr 26, 2023
BUY
$62.59 - $69.3 $211,616 - $234,303
3,381 New
3,381 $221,000
Q3 2019

Oct 31, 2019
SELL
$56.56 - $57.5 $207,348 - $210,795
-3,666 Closed
0 $0
Q2 2019

Jul 24, 2019
BUY
N/A
25 Added 0.69%
3,666 $207,000
Q1 2019

Apr 22, 2019
BUY
N/A
3,641 New
3,641 $204,000
Q4 2018

Jan 11, 2019
SELL
N/A
-1,614 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
23 Added 1.45%
1,614 $84,000
Q1 2018

Apr 27, 2018
BUY
N/A
10 Added 0.63%
1,591 $0
Q4 2017

Mar 28, 2018
BUY
N/A
1,482 Added 1496.97%
1,581 $0
Q3 2017

Nov 22, 2017
BUY
N/A
99
99 $0

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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