A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Architects, Inc holds 35,493 shares of SCHV stock, worth $2.63 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
35,493
Previous 35,899 1.13%
Holding current value
$2.63 Million
Previous $2.35 Million 1.15%
% of portfolio
0.36%
Previous 0.38%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$63.33 - $67.21 $25,711 - $27,287
-406 Reduced 1.13%
35,493 $2.38 Million
Q1 2023

May 12, 2023

SELL
$62.59 - $69.3 $57,332 - $63,478
-916 Reduced 2.49%
35,899 $2.35 Million
Q4 2022

Feb 06, 2023

SELL
$64.27 - $69.24 $1,799 - $1,938
-28 Reduced 0.08%
36,815 $2.43 Million
Q3 2022

Nov 14, 2022

BUY
N/A
36,843 New
36,843 $2.16 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-36,914 Closed
0 $0
Q1 2022

May 05, 2022

BUY
N/A
507 Added 1.39%
36,914 $2.64 Million
Q4 2021

Feb 14, 2022

BUY
N/A
195 Added 0.54%
36,407 $2.67 Million
Q3 2021

Nov 12, 2021

SELL
N/A
-24 Reduced 0.07%
36,212 $2.44 Million
Q2 2021

Aug 10, 2021

SELL
N/A
-1,357 Reduced 3.61%
36,236 $2.48 Million
Q1 2021

May 17, 2021

SELL
N/A
-227 Reduced 0.6%
37,593 $2.45 Million
Q4 2020

Feb 17, 2021

SELL
N/A
-2,089 Reduced 5.23%
37,820 $2.25 Million
Q3 2020

Nov 09, 2020

SELL
N/A
-1,373 Reduced 3.33%
39,909 $2.08 Million
Q2 2020

Aug 11, 2020

SELL
N/A
-2,982 Reduced 6.74%
41,282 $2.07 Million
Q1 2020

May 07, 2020

SELL
N/A
-1,368 Reduced 3.0%
44,264 $1.96 Million
Q4 2019

Feb 14, 2020

BUY
N/A
132 Added 0.29%
45,632 $2.74 Million
Q3 2019

Nov 06, 2019

BUY
N/A
306 Added 0.68%
45,500 $2.58 Million
Q2 2019

Aug 14, 2019

BUY
N/A
595 Added 1.33%
45,194 $2.54 Million
Q1 2019

May 13, 2019

BUY
N/A
41,987 Added 1607.47%
44,599 $2.44 Million
Q1 2019

May 03, 2019

SELL
N/A
-44,600 Reduced 94.47%
2,612 $143,000
Q4 2018

Feb 01, 2019

BUY
N/A
3,244 Added 7.38%
47,212 $2.33 Million
Q3 2018

Oct 29, 2018

BUY
N/A
522 Added 1.2%
43,968 $2.47 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-369 Reduced 0.84%
43,446 $2.31 Million
Q1 2018

Apr 23, 2018

BUY
N/A
1,230 Added 2.89%
43,815 $2.32 Million
Q4 2017

Feb 12, 2018

BUY
N/A
1,270 Added 3.07%
42,585 $2.33 Million
Q3 2017

Nov 01, 2017

BUY
N/A
37,789 Added 1071.72%
41,315 $2.14 Million
Q3 2017

Oct 23, 2017

BUY
N/A
3,526
3,526 $183,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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