Columbia Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Columbia Advisory Partners LLC

  • $95.6 Million
  • Q1 2024

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 9,675 shares of SCHV stock, worth $715,756. This represents 0.77% of its overall portfolio holdings.

Number of Shares
9,675
Previous 3,855 150.97%
Holding current value
$715,756
Previous $270,000 172.22%
% of portfolio
0.77%
Previous 0.29%

Shares

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

Apr 12, 2024
BUY
$68.82 - $75.98 $400,532 - $442,203
5,820 Added 150.97%
9,675 $735,000
Q4 2023

Jan 09, 2024
BUY
$61.16 - $70.24 $44,707 - $51,345
731 Added 23.4%
3,855 $270,000
Q3 2023

Oct 16, 2023
SELL
$64.45 - $69.39 $7,476 - $8,049
-116 Reduced 3.58%
3,124 $201,000
Q1 2023

May 09, 2023
SELL
$62.59 - $69.3 $58,646 - $64,934
-937 Reduced 22.43%
3,240 $212,000
Q4 2022

Jan 27, 2023
BUY
$64.27 - $69.24 $268,455 - $289,215
4,177 New
4,177 $275,000

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
  • Sector ETFs
  • Industry ETFs
More about SCHV
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