Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 10,124 shares of SCHV stock, worth $274,461. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,124

Previous 3,373 200.15%

Holding current value

$274,461

Previous $271,000 2.95%

% of portfolio

0.11%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.79 - $80.4 $174,108 - $542,780	6,751 Added 200.15%	10,124 $263,000
Q3 2024 Oct 22, 2024	BUY	$73.43 - $80.37 $367 - $401	5 Added 0.15%	3,373 $271,000
Q2 2024 Jul 11, 2024	SELL	$71.74 - $75.86 $5,882 - $6,220	-82 Reduced 2.38%	3,368 $249,000
Q1 2024 Apr 11, 2024	SELL	$68.82 - $75.98 $206 - $227	-3 Reduced 0.09%	3,450 $262,000
Q4 2023 Jan 29, 2024	SELL	$61.16 - $70.24 $28,622 - $32,872	-468 Reduced 11.94%	3,453 $242,000
Q3 2023 Oct 10, 2023	SELL	$64.45 - $69.39 $84,042 - $90,484	-1,304 Reduced 24.96%	3,921 $252,000
Q2 2023 Jul 28, 2023	BUY	$63.33 - $67.21 $379 - $403	6 Added 0.11%	5,225 $350,000
Q1 2023 May 02, 2023	SELL	$62.59 - $69.3 $33,047 - $36,590	-528 Reduced 9.19%	5,219 $342,000
Q4 2022 Feb 03, 2023	SELL	$59.13 - $69.24 $105,783 - $123,870	-1,789 Reduced 23.74%	5,747 $379,000
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $8,015 - $9,455	-137 Reduced 1.79%	7,536 $441,000
Q2 2022 Aug 04, 2022	BUY	$60.93 - $72.3 $4,082 - $4,844	67 Added 0.88%	7,673 $479,000
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $67,845 - $74,338	1,002 Added 15.17%	7,606 $545,000
Q4 2021 Jan 21, 2022	BUY	$67.9 - $73.3 $50,789 - $54,828	748 Added 12.77%	6,604 $484,000
Q3 2021 Nov 01, 2021	BUY	$66.91 - $71.05 $23,686 - $25,151	354 Added 6.43%	5,856 $395,000
Q2 2021 Aug 05, 2021	BUY	$65.81 - $69.75 $14,346 - $15,205	218 Added 4.13%	5,502 $376,000
Q1 2021 May 05, 2021	BUY	$58.71 - $65.66 $21,311 - $23,834	363 Added 7.38%	5,284 $345,000
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $250,134 - $292,947	4,921 New	4,921 $293,000

Others Institutions Holding SCHV

# of Institutions

847

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History