Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Colton Groome Financial Advisors, LLC

  • $249 Million
  • Q1 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 4,558 shares of SCHV stock, worth $337,109. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,558
Previous 5,050 9.74%
Holding current value
$337,109
Previous $354,000 2.26%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Apr 18, 2024
SELL
$68.82 - $75.98 $33,859 - $37,382
-492 Reduced 9.74%
4,558 $346,000
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $37,001 - $42,495
-605 Reduced 10.7%
5,050 $354,000
Q3 2023

Oct 23, 2023
SELL
$64.45 - $69.39 $3,544 - $3,816
-55 Reduced 0.96%
5,655 $364,000
Q2 2023

Jul 27, 2023
SELL
$63.33 - $67.21 $63,773 - $67,680
-1,007 Reduced 14.99%
5,710 $383,000
Q1 2023

Apr 17, 2023
SELL
$62.59 - $69.3 $4.2 Million - $4.66 Million
-67,181 Reduced 90.91%
6,717 $440,000
Q4 2022

Jan 25, 2023
BUY
$64.27 - $69.24 $1.64 Million - $1.77 Million
25,587 Added 52.96%
73,898 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-94,623 Reduced 66.2%
48,311 $2.83 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-15,889 Reduced 10.0%
142,934 $8.92 Million
Q1 2022

Apr 18, 2022
BUY
N/A
37,280 Added 30.67%
158,823 $11.3 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-27,804 Reduced 18.62%
121,543 $8.9 Million
Q3 2021

Oct 18, 2021
SELL
N/A
-36,357 Reduced 19.58%
149,347 $10.1 Million
Q2 2021

Jul 21, 2021
BUY
N/A
36,866 Added 24.77%
185,704 $12.7 Million
Q1 2021

Apr 21, 2021
BUY
N/A
16,319 Added 12.31%
148,838 $9.72 Million
Q4 2020

Jan 19, 2021
BUY
N/A
6,702 Added 5.33%
132,519 $7.89 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-150,758 Reduced 54.51%
125,817 $6.57 Million
Q2 2020

Jul 14, 2020
BUY
N/A
205,193 Added 287.46%
276,575 $13.9 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-141,238 Reduced 66.43%
71,382 $3.16 Million
Q4 2019

Jan 21, 2020
BUY
N/A
22,514 Added 11.84%
212,620 $12.8 Million
Q3 2019

Nov 12, 2019
BUY
N/A
6,200 Added 3.37%
190,106 $11.2 Million
Q2 2019

Jul 19, 2019
BUY
N/A
183,906 New
183,906 $10.3 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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