A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 27,727 shares of SCHV stock, worth $723,397. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,727
Previous 28,154 1.52%
Holding current value
$723,397
Previous $2.09 Million 6.86%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$73.43 - $80.37 $31,354 - $34,317
-427 Reduced 1.52%
27,727 $2.23 Million
Q2 2024

Aug 09, 2024

BUY
$71.74 - $75.86 $1.82 Million - $1.93 Million
25,413 Added 927.14%
28,154 $2.09 Million
Q1 2024

May 14, 2024

BUY
$68.82 - $75.98 $40,947 - $45,208
595 Added 27.73%
2,741 $208,000
Q4 2023

Feb 12, 2024

BUY
$61.16 - $70.24 $12,415 - $14,258
203 Added 10.45%
2,146 $150,000
Q3 2023

Nov 07, 2023

BUY
$64.45 - $69.39 $837 - $902
13 Added 0.67%
1,943 $125,000
Q2 2023

Aug 07, 2023

BUY
$63.33 - $67.21 $696 - $739
11 Added 0.57%
1,930 $129,000
Q1 2023

May 09, 2023

BUY
$62.59 - $69.3 $751 - $831
12 Added 0.63%
1,919 $125,000
Q4 2022

Feb 14, 2023

BUY
$59.13 - $69.24 $78,465 - $91,881
1,327 Added 228.79%
1,907 $125,000
Q3 2022

Nov 14, 2022

BUY
$58.51 - $69.02 $23,462 - $27,677
401 Added 224.02%
580 $34,000
Q2 2022

Aug 12, 2022

BUY
$60.93 - $72.3 $60 - $72
1 Added 0.56%
179 $11,000
Q1 2022

May 04, 2022

BUY
$67.71 - $74.19 $11,781 - $12,909
174 Added 4350.0%
178 $13,000
Q4 2021

Feb 14, 2022

SELL
$67.9 - $73.3 $1,222 - $1,319
-18 Reduced 81.82%
4 $0
Q1 2020

May 14, 2020

BUY
$38.4 - $61.03 $844 - $1,342
22 New
22 $1,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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