Domani Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Domani Wealth, LLC

  • $431 Million
  • Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Domani Wealth, LLC holds 5,727 shares of SCHV stock, worth $459,419. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,727
Previous 5,727 -0.0%
Holding current value
$459,419
Previous $378,000 0.79%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$59.13 - $69.24 $3,311 - $3,877
-56 Reduced 0.97%
5,727 $0
Q1 2022

Apr 15, 2022
BUY
$67.71 - $74.19 $270 - $296
4 Added 0.07%
5,783 $413,000
Q4 2021

Jan 18, 2022
SELL
$67.9 - $73.3 $21,660 - $23,382
-319 Reduced 5.23%
5,779 $423,000
Q3 2021

Oct 20, 2021
SELL
$66.91 - $71.05 $7,226 - $7,673
-108 Reduced 1.74%
6,098 $412,000
Q2 2021

Jul 22, 2021
BUY
$65.81 - $69.75 $329 - $348
5 Added 0.08%
6,206 $424,000
Q1 2021

Apr 12, 2021
SELL
$58.71 - $65.66 $1,409 - $1,575
-24 Reduced 0.39%
6,201 $405,000
Q4 2020

Jan 21, 2021
BUY
$50.83 - $59.53 $355 - $416
7 Added 0.11%
6,225 $371,000
Q3 2020

Oct 13, 2020
SELL
$49.44 - $54.86 $12,706 - $14,099
-257 Reduced 3.97%
6,218 $325,000
Q2 2020

Jul 24, 2020
SELL
$42.21 - $55.29 $757,964 - $992,842
-17,957 Reduced 73.5%
6,475 $324,000
Q1 2020

Apr 10, 2020
SELL
$38.4 - $61.03 $904,089 - $1.44 Million
-23,544 Reduced 49.07%
24,432 $1.08 Million
Q4 2019

Jan 27, 2020
BUY
$54.73 - $60.25 $128,889 - $141,888
2,355 Added 5.16%
47,976 $2.88 Million
Q3 2019

Oct 11, 2019
BUY
$56.56 - $57.5 $107,973 - $109,767
1,909 Added 4.37%
45,621 $2.59 Million
Q2 2019

Jul 17, 2019
BUY
N/A
656 Added 1.52%
43,712 $2.45 Million
Q1 2019

Apr 24, 2019
BUY
N/A
43,056 New
43,056 $2.36 Million

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
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