Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advocates Investment Management holds 20,415 shares of SCHV stock, worth $535,485. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,415

Previous 22,209 8.08%

Holding current value

$535,485

Previous $1.65 Million 0.3%

% of portfolio

0.09%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$73.43 - $80.37 $131,733 - $144,183	-1,794 Reduced 8.08%	20,415 $1.64 Million
Q2 2024 Jul 26, 2024	SELL	$71.74 - $75.86 $73,963 - $78,211	-1,031 Reduced 4.44%	22,209 $1.65 Million
Q1 2024 May 01, 2024	SELL	$68.82 - $75.98 $415,535 - $458,767	-6,038 Reduced 20.62%	23,240 $1.77 Million
Q4 2023 Feb 08, 2024	SELL	$61.16 - $70.24 $3,791 - $4,354	-62 Reduced 0.21%	29,278 $2.05 Million
Q3 2023 Oct 27, 2023	BUY	$64.45 - $69.39 $185,938 - $200,190	2,885 Added 10.91%	29,340 $1.89 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $167,254 - $177,501	-2,641 Reduced 9.08%	26,455 $1.77 Million
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $497,966 - $551,350	-7,956 Reduced 21.47%	29,096 $1.91 Million
Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $1.81 Million - $2.12 Million	-30,572 Reduced 45.21%	37,052 $2.45 Million
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $542,446 - $639,884	-9,271 Reduced 12.06%	67,624 $3.94 Million
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $200,337 - $237,722	3,288 Added 4.47%	76,895 $4.8 Million
Q1 2022 May 11, 2022	BUY	$67.71 - $74.19 $406,056 - $444,917	5,997 Added 8.87%	73,607 $5.25 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $430,825 - $465,088	6,345 Added 10.36%	67,610 $4.95 Million
Q3 2021 Nov 04, 2021	BUY	$66.91 - $71.05 $561,307 - $596,038	8,389 Added 15.87%	61,265 $4.13 Million
Q2 2021 Aug 03, 2021	BUY	$65.81 - $69.75 $366,035 - $387,949	5,562 Added 11.76%	52,876 $3.62 Million
Q1 2021 May 10, 2021	BUY	$58.71 - $65.66 $668,295 - $747,407	11,383 Added 31.68%	47,314 $3.08 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $288,968 - $338,428	5,685 Added 18.8%	35,931 $2.15 Million
Q3 2020 Nov 04, 2020	BUY	$49.44 - $54.86 $173,287 - $192,284	3,505 Added 13.11%	30,246 $1.58 Million
Q2 2020 Aug 14, 2020	SELL	$42.21 - $55.29 $124,055 - $162,497	-2,939 Reduced 9.9%	26,741 $1.34 Million
Q1 2020 Apr 29, 2020	SELL	$38.4 - $61.03 $448,473 - $712,769	-11,679 Reduced 28.24%	29,680 $1.31 Million
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $95,832 - $105,497	1,751 Added 4.42%	41,359 $2.49 Million
Q3 2019 Nov 13, 2019	BUY	$56.56 - $57.5 $435,398 - $442,635	7,698 Added 24.12%	39,608 $2.25 Million
Q2 2019 Aug 08, 2019	BUY	N/A	11,216 Added 54.2%	31,910 $1.79 Million
Q1 2019 May 16, 2019	BUY	N/A	19,100 Added 1198.24%	20,694 $1.13 Million
Q4 2018 Feb 14, 2019	BUY	N/A	12 Added 0.76%	1,594 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,582 New	1,582 $0

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

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Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History