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

Cm Wealth Advisors LLC

  • $210 Million
  • Q2 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 10,022 shares of SCHV stock, worth $803,964. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,022
Previous 10,022 -0.0%
Holding current value
$803,964
Previous $761,000 2.5%
% of portfolio
0.35%
Previous 0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
804
Shares Held
105M
Call Options Held
3.2K
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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