Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History

Econ Financial Services Corp

$176 Million
Q3 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 9,977 shares of SCHV stock, worth $261,696. This represents 0.45% of its overall portfolio holdings.

Number of Shares

9,977

Previous 9,766 2.16%

Holding current value

$261,696

Previous $723,000 10.79%

% of portfolio

0.45%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$73.43 - $80.37 $15,493 - $16,958	211 Added 2.16%	9,977 $801,000
Q2 2024 Aug 12, 2024	BUY	$71.74 - $75.86 $19,943 - $21,089	278 Added 2.93%	9,766 $723,000
Q1 2024 May 15, 2024	BUY	$68.82 - $75.98 $652,964 - $720,898	9,488 New	9,488 $720,000
Q2 2023 Aug 08, 2023	SELL	$63.33 - $67.21 $14,312 - $15,189	-226 Reduced 2.79%	7,862 $527,000
Q1 2023 Apr 21, 2023	SELL	$62.59 - $69.3 $4.92 Million - $5.44 Million	-78,569 Reduced 90.67%	8,088 $530,000
Q4 2022 Jan 26, 2023	SELL	$59.13 - $69.24 $3,311 - $3,877	-56 Reduced 0.06%	86,657 $0
Q3 2022 Oct 05, 2022	BUY	$58.51 - $69.02 $5.07 Million - $5.98 Million	86,713 New	86,713 $5.07 Million
Q4 2021 Jan 26, 2022	SELL	$67.9 - $73.3 $5.21 Million - $5.62 Million	-76,729 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	3,031 Added 4.11%	76,729 $4.31 Million
Q1 2019 May 08, 2019	BUY	N/A	47,287 Added 179.04%	73,698 $4.03 Million
Q4 2018 Feb 07, 2019	BUY	N/A	26,411 New	26,411 $1.3 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History