A detailed history of Cra Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cra Financial Services, LLC holds 3,158 shares of SCHV stock, worth $253,334. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,158
Previous 3,654 13.57%
Holding current value
$253,334
Previous $277,000 15.88%
% of portfolio
0.05%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$71.74 - $75.86 $35,583 - $37,626
-496 Reduced 13.57%
3,158 $233,000
Q1 2024

Apr 17, 2024

SELL
$68.82 - $75.98 $2,202 - $2,431
-32 Reduced 0.87%
3,654 $277,000
Q4 2023

Jan 31, 2024

BUY
$61.16 - $70.24 $183 - $210
3 Added 0.08%
3,686 $258,000
Q3 2023

Oct 13, 2023

BUY
$64.45 - $69.39 $128 - $138
2 Added 0.05%
3,683 $237,000
Q2 2023

Jul 11, 2023

BUY
$63.33 - $67.21 $189 - $201
3 Added 0.08%
3,681 $246,000
Q1 2023

Apr 06, 2023

SELL
$62.59 - $69.3 $6,133 - $6,791
-98 Reduced 2.6%
3,678 $241,000
Q4 2022

Jan 24, 2023

SELL
$59.13 - $69.24 $27,318 - $31,988
-462 Reduced 10.9%
3,776 $0
Q3 2022

Oct 21, 2022

SELL
$58.51 - $69.02 $19,717 - $23,259
-337 Reduced 7.37%
4,238 $248,000
Q2 2022

Jul 21, 2022

BUY
$60.93 - $72.3 $23,823 - $28,269
391 Added 9.35%
4,575 $286,000
Q1 2022

Apr 15, 2022

BUY
$67.71 - $74.19 $4,536 - $4,970
67 Added 1.63%
4,184 $299,000
Q4 2021

Jan 20, 2022

BUY
$67.9 - $73.3 $16,024 - $17,298
236 Added 6.08%
4,117 $301,000
Q3 2021

Oct 12, 2021

BUY
$66.91 - $71.05 $14,586 - $15,488
218 Added 5.95%
3,881 $262,000
Q2 2021

Jul 23, 2021

BUY
$65.81 - $69.75 $4,014 - $4,254
61 Added 1.69%
3,663 $250,000
Q1 2021

Apr 16, 2021

BUY
$58.71 - $65.66 $11,800 - $13,197
201 Added 5.91%
3,602 $235,000
Q4 2020

Jan 27, 2021

BUY
$50.83 - $59.53 $172,872 - $202,461
3,401 New
3,401 $202,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Cra Financial Services, LLC Portfolio

Follow Cra Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cra Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cra Financial Services, LLC with notifications on news.