Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Strategies Group, Inc.

  • $470 Million
  • Q3 2024

A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 64,915 shares of SCHV stock, worth $1.69 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
64,915
Previous 22,719 185.73%
Holding current value
$1.69 Million
Previous $1.68 Million 209.98%
% of portfolio
1.11%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $3.1 Million - $3.39 Million
42,196 Added 185.73%
64,915 $5.22 Million
Q2 2024

Jul 17, 2024
SELL
$71.74 - $75.86 $9,110 - $9,634
-127 Reduced 0.56%
22,719 $1.68 Million
Q1 2024

Apr 18, 2024
SELL
$68.82 - $75.98 $79,968 - $88,288
-1,162 Reduced 4.84%
22,846 $1.74 Million
Q4 2023

Jan 30, 2024
SELL
$61.16 - $70.24 $121,647 - $139,707
-1,989 Reduced 7.65%
24,008 $1.68 Million
Q3 2023

Oct 18, 2023
BUY
$64.45 - $69.39 $134,442 - $144,747
2,086 Added 8.72%
25,997 $1.68 Million
Q2 2023

Jul 13, 2023
SELL
$63.33 - $67.21 $93,475 - $99,201
-1,476 Reduced 5.81%
23,911 $1.6 Million
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $65,093 - $72,072
1,040 Added 4.27%
25,387 $1.66 Million
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $57,651 - $67,509
975 Added 4.17%
24,347 $1.61 Million
Q3 2022

Oct 26, 2022
BUY
$58.51 - $69.02 $760 - $897
13 Added 0.06%
23,372 $0
Q2 2022

Aug 08, 2022
BUY
$60.93 - $72.3 $973,783 - $1.16 Million
15,982 Added 216.65%
23,359 $1.46 Million
Q1 2022

Apr 29, 2022
BUY
$67.71 - $74.19 $499,496 - $547,299
7,377 New
7,377 $527,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
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
Track This Portfolio

Track Financial Strategies Group, Inc. Portfolio

Follow Financial Strategies Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email