Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Cm Wealth Advisors LLC

  • $299 Million
  • Q4 2024

A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 30,066 shares of SCHV stock, worth $820,801. This represents 0.26% of its overall portfolio holdings.

Number of Shares
30,066
Previous 10,022 200.0%
Holding current value
$820,801
Previous $805,000 2.73%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Feb 13, 2025
BUY
$25.79 - $80.4 $516,934 - $1.61 Million
20,044 Added 200.0%
30,066 $783,000
Q1 2023

May 01, 2023
BUY
$62.59 - $69.3 $627,276 - $694,524
10,022 New
10,022 $650,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
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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