Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 145,689 shares of SCHV stock, worth $10.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
145,689
Previous 145,820 0.09%
Holding current value
$10.8 Million
Previous $10.2 Million 8.3%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Apr 18, 2024
SELL
$68.82 - $75.98 $9,015 - $9,953
-131 Reduced 0.09%
145,689 $11.1 Million
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $89,477 - $102,761
1,463 Added 1.01%
145,820 $10.2 Million
Q3 2023

Oct 30, 2023
BUY
$64.45 - $69.39 $9.3 Million - $10 Million
144,357 New
144,357 $9.31 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
  • Sector ETFs
  • Industry ETFs
More about SCHV
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