A detailed history of Emerald Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Emerald Advisors, LLC holds 67,179 shares of SCHV stock, worth $1.83 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
67,179
Previous 22,020 205.08%
Holding current value
$1.83 Million
Previous $1.63 Million 231.02%
% of portfolio
0.78%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$73.43 - $80.37 $3.32 Million - $3.63 Million
45,159 Added 205.08%
67,179 $5.4 Million
Q2 2024

Jul 15, 2024

SELL
$71.74 - $75.86 $54,665 - $57,805
-762 Reduced 3.34%
22,020 $1.63 Million
Q1 2024

Apr 25, 2024

BUY
$68.82 - $75.98 $15,759 - $17,399
229 Added 1.02%
22,782 $1.73 Million
Q4 2023

Jan 23, 2024

BUY
$61.16 - $70.24 $1.38 Million - $1.58 Million
22,553 New
22,553 $1.58 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Emerald Advisors, LLC Portfolio

Follow Emerald Advisors, 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 Emerald Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerald Advisors, LLC with notifications on news.