Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Ethos Financial Group, LLC

  • $529 Million
  • Q1 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 169,263 shares of SCHV stock, worth $12.5 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
169,263
Previous 162,829 3.95%
Holding current value
$12.5 Million
Previous $11.4 Million 12.74%
% of portfolio
2.43%
Previous 2.43%

Shares

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

May 08, 2024
BUY
$68.82 - $75.98 $442,787 - $488,855
6,434 Added 3.95%
169,263 $12.9 Million
Q4 2023

Feb 07, 2024
BUY
$61.16 - $70.24 $911,650 - $1.05 Million
14,906 Added 10.08%
162,829 $11.4 Million
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $1.93 Million - $2.08 Million
-29,924 Reduced 16.83%
147,923 $9.54 Million
Q1 2023

Apr 20, 2023
BUY
$62.59 - $69.3 $351,568 - $389,258
5,617 Added 3.26%
177,847 $11.7 Million
Q4 2022

Feb 09, 2023
BUY
$64.27 - $69.24 $11.1 Million - $11.9 Million
172,230 New
172,230 $11.4 Billion

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
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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