First Foundation Advisors Schwab Strategic Tr Us Large C Transaction History

First Foundation Advisors

  • $2.56 Billion
  • Q2 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$62.59 - $69.3 $202,603 - $224,324
3,237 New
3,237 $212,000
Q1 2022

May 05, 2022
SELL
$67.71 - $74.19 $14,286 - $15,654
-211 Reduced 6.0%
3,305 $236,000
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $13,715 - $14,806
202 Added 6.1%
3,516 $257,000
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $221,739 - $235,459
3,314 New
3,314 $224,000
Q3 2020

Nov 12, 2020
SELL
$49.44 - $54.86 $280,374 - $311,111
-5,671 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $10,847 - $14,209
-257 Reduced 4.34%
5,671 $284,000
Q1 2020

May 11, 2020
SELL
$38.4 - $61.03 $10,176 - $16,172
-265 Reduced 4.28%
5,928 $262,000
Q4 2019

Feb 11, 2020
BUY
$54.73 - $60.25 $22,986 - $25,305
420 Added 7.28%
6,193 $372,000
Q3 2019

Nov 12, 2019
BUY
$56.56 - $57.5 $9,898 - $10,062
175 Added 3.13%
5,773 $328,000
Q1 2019

May 13, 2019
SELL
N/A
-33,361 Reduced 85.63%
5,598 $306,000
Q4 2018

Feb 14, 2019
BUY
N/A
38,959 New
38,959 $1.92 Million
Q1 2018

May 15, 2018
SELL
N/A
-207,995 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
207,995
207,995 $11.4 Million

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
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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