Family Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Family Asset Management, LLC

$160 Billion
Q1 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Family Asset Management, LLC holds 15,755 shares of SCHV stock, worth $1.17 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

15,755

Previous 21,046 25.14%

Holding current value

$1.17 Million

Previous $1.48 Billion 18.86%

% of portfolio

0.75%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$68.82 - $75.98 $364,126 - $402,010	-5,291 Reduced 25.14%	15,755 $1.2 Billion
Q4 2023 Feb 06, 2024	SELL	$61.16 - $70.24 $1.57 Million - $1.8 Million	-25,603 Reduced 54.88%	21,046 $1.48 Billion
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $1.13 Million - $1.22 Million	-17,527 Reduced 27.31%	46,649 $3.01 Billion
Q2 2023 Jul 27, 2023	SELL	$63.33 - $67.21 $223,428 - $237,116	-3,528 Reduced 5.21%	64,176 $4.31 Billion
Q1 2023 May 03, 2023	BUY	$62.59 - $69.3 $236,777 - $262,161	3,783 Added 5.92%	67,704 $4.44 Billion

Q4 2022 Jan 18, 2023	BUY	$64.27 - $69.24 $4.11 Million - $4.43 Million	63,921 New	63,921 $4.22 Billion

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Family Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History