Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Financial Advisors, LLC

  • $482 Million
  • Q1 2024

A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors, LLC holds 896,552 shares of SCHV stock, worth $66.3 Million. This represents 14.12% of its overall portfolio holdings.

Number of Shares
896,552
Previous 887,328 1.04%
Holding current value
$66.3 Million
Previous $62.2 Million 9.52%
% of portfolio
14.12%
Previous 13.97%

Shares

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

May 03, 2024
BUY
$68.82 - $75.98 $634,795 - $700,839
9,224 Added 1.04%
896,552 $68.1 Million
Q4 2023

Feb 05, 2024
BUY
$61.16 - $70.24 $303,292 - $348,320
4,959 Added 0.56%
887,328 $62.2 Million
Q3 2023

Oct 10, 2023
BUY
$64.45 - $69.39 $239,302 - $257,645
3,713 Added 0.42%
882,369 $56.9 Million
Q2 2023

Aug 01, 2023
BUY
$63.33 - $67.21 $766,672 - $813,644
12,106 Added 1.4%
878,656 $58.9 Million
Q1 2023

May 04, 2023
BUY
$62.59 - $69.3 $773,111 - $855,993
12,352 Added 1.45%
866,550 $56.8 Million
Q4 2022

Feb 14, 2023
BUY
$64.27 - $69.24 $43 Million - $46.4 Million
669,719 Added 363.03%
854,198 $56.4 Million
Q3 2022

Nov 14, 2022
BUY
N/A
48,011 Added 35.18%
184,479 $10.9 Million
Q2 2022

Aug 12, 2022
BUY
N/A
14,487 Added 11.88%
136,468 $8.52 Million
Q1 2022

May 12, 2022
BUY
N/A
14,481 Added 13.47%
121,981 $8.71 Million
Q4 2021

Feb 11, 2022
BUY
N/A
23,627 Added 28.17%
107,500 $7.87 Million
Q3 2021

Nov 12, 2021
BUY
N/A
17,450 Added 26.27%
83,873 $5.66 Million
Q2 2021

Aug 13, 2021
BUY
N/A
22,487 Added 51.18%
66,423 $4.54 Million
Q1 2021

Apr 16, 2021
BUY
N/A
17,142 Added 63.98%
43,936 $2.87 Million
Q4 2020

Feb 12, 2021
BUY
N/A
15,664 Added 140.74%
26,794 $1.6 Million
Q3 2020

Nov 13, 2020
BUY
N/A
125 Added 1.14%
11,130 $581,000
Q2 2020

Aug 14, 2020
BUY
N/A
124 Added 1.14%
11,005 $551,000
Q1 2020

May 15, 2020
BUY
N/A
66 Added 0.61%
10,881 $482,000
Q4 2019

Feb 13, 2020
BUY
N/A
291 Added 2.77%
10,815 $650,000
Q3 2019

Nov 05, 2019
BUY
N/A
56 Added 0.53%
10,524 $597,000
Q1 2019

May 15, 2019
BUY
N/A
135 Added 1.31%
10,468 $573,000
Q4 2018

Feb 14, 2019
BUY
N/A
10,333 New
10,333 $509,000

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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