Dfpg Investments, LLC Schwab Strategic Tr Us Large C Transaction History

Dfpg Investments, LLC

  • $1.29 Billion
  • Q4 2023

A detailed history of Dfpg Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dfpg Investments, LLC holds 15,370 shares of SCHV stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,370
Previous 15,649 1.78%
Holding current value
$1.23 Million
Previous $1.01 Million 6.85%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
SELL
$61.16 - $70.24 $17,063 - $19,596
-279 Reduced 1.78%
15,370 $1.08 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $2,706 - $2,914
42 Added 0.27%
15,649 $1.01 Million
Q2 2023

Jul 24, 2023
SELL
$63.33 - $67.21 $26,218 - $27,824
-414 Reduced 2.58%
15,607 $1.05 Million
Q1 2023

Apr 10, 2023
BUY
$62.59 - $69.3 $149,277 - $165,280
2,385 Added 17.49%
16,021 $1.05 Million
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $806,296 - $944,156
13,636 New
13,636 $900,000

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
Track This Portfolio

Track Dfpg Investments, LLC Portfolio

Follow Dfpg Investments, 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 Dfpg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dfpg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email