Financial Architects, Inc Schwab Strategic Tr Us Large C Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

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 $961,860. This represents 0.36% of its overall portfolio holdings.

Number of Shares

35,493

Previous 35,899 1.13%

Holding current value

$961,860

Previous $2.35 Million 1.15%

% of portfolio

0.36%

Previous 0.38%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$59.13 - $69.24 $1,655 - $1,938	-28 Reduced 0.08%	36,815 $2.43 Million
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $2.16 Million - $2.54 Million	36,843 New	36,843 $2.16 Million
Q2 2022 Aug 11, 2022	SELL	$60.93 - $72.3 $2.25 Million - $2.67 Million	-36,914 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$67.71 - $74.19 $34,328 - $37,614	507 Added 1.39%	36,914 $2.64 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $13,240 - $14,293	195 Added 0.54%	36,407 $2.67 Million
Q3 2021 Nov 12, 2021	SELL	$66.91 - $71.05 $1,605 - $1,705	-24 Reduced 0.07%	36,212 $2.44 Million
Q2 2021 Aug 10, 2021	SELL	$65.81 - $69.75 $89,304 - $94,650	-1,357 Reduced 3.61%	36,236 $2.48 Million
Q1 2021 May 17, 2021	SELL	$58.71 - $65.66 $13,327 - $14,904	-227 Reduced 0.6%	37,593 $2.45 Million
Q4 2020 Feb 17, 2021	SELL	$50.83 - $59.53 $106,183 - $124,358	-2,089 Reduced 5.23%	37,820 $2.25 Million
Q3 2020 Nov 09, 2020	SELL	$49.44 - $54.86 $67,881 - $75,322	-1,373 Reduced 3.33%	39,909 $2.08 Million
Q2 2020 Aug 11, 2020	SELL	$42.21 - $55.29 $125,870 - $164,874	-2,982 Reduced 6.74%	41,282 $2.07 Million
Q1 2020 May 07, 2020	SELL	$38.4 - $61.03 $52,531 - $83,489	-1,368 Reduced 3.0%	44,264 $1.96 Million
Q4 2019 Feb 14, 2020	BUY	$54.73 - $60.25 $7,224 - $7,953	132 Added 0.29%	45,632 $2.74 Million
Q3 2019 Nov 06, 2019	BUY	$56.56 - $57.5 $17,307 - $17,595	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

# of Institutions

855

Shares Held

199M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.

Account

Financial Architects, Inc Schwab Strategic Tr Us Large C Transaction History