Diversified Investment Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Diversified Investment Strategies, LLC

  • $143 Million
  • Q1 2024

A detailed history of Diversified Investment Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Investment Strategies, LLC holds 5,256 shares of SCHV stock, worth $400,139. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,256
Previous 5,256 -0.0%
Holding current value
$400,139
Previous $399,000 -0.0%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Apr 15, 2024
SELL
$68.82 - $75.98 $11,699 - $12,916
-170 Reduced 3.13%
5,256 $399,000
Q4 2023

Jan 12, 2024
SELL
$61.16 - $70.24 $23,546 - $27,042
-385 Reduced 6.63%
5,426 $380,000
Q3 2023

Oct 25, 2023
SELL
$64.45 - $69.39 $11,923 - $12,837
-185 Reduced 3.09%
5,811 $374,000
Q2 2023

Jul 17, 2023
SELL
$63.33 - $67.21 $22,482 - $23,859
-355 Reduced 5.59%
5,996 $402,000
Q1 2023

May 01, 2023
BUY
$62.59 - $69.3 $62,402 - $69,092
997 Added 18.62%
6,351 $416,000
Q4 2022

Feb 03, 2023
BUY
$64.27 - $69.24 $16,067 - $17,310
250 Added 4.9%
5,354 $353,000
Q3 2022

Oct 27, 2022
SELL
N/A
-1,220 Reduced 19.29%
5,104 $299,000
Q2 2022

Jul 25, 2022
SELL
N/A
-706 Reduced 10.04%
6,324 $395,000
Q1 2022

Apr 18, 2022
BUY
N/A
715 Added 11.32%
7,030 $502,000
Q4 2021

Jan 20, 2022
BUY
N/A
126 Added 2.04%
6,315 $462,000
Q3 2021

Oct 18, 2021
SELL
N/A
-125 Reduced 1.98%
6,189 $418,000
Q2 2021

Jul 19, 2021
SELL
N/A
-390 Reduced 5.82%
6,314 $432,000
Q1 2021

Apr 29, 2021
BUY
N/A
2,815 Added 72.38%
6,704 $438,000
Q4 2020

Jan 25, 2021
BUY
N/A
3,889 New
3,889 $237,000

Others Institutions Holding SCHV

# of Institutions
786
Shares Held
103M
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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