Focused Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Focused Wealth Management, Inc

  • $649 Million
  • Q1 2024

A detailed history of Focused Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Focused Wealth Management, Inc holds 2,806 shares of SCHV stock, worth $207,531. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,806
Previous 2,791 0.54%
Holding current value
$207,531
Previous $195,000 9.23%
% of portfolio
0.03%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$68.82 - $75.98 $1,032 - $1,139
15 Added 0.54%
2,806 $213,000
Q4 2023

Jan 10, 2024
BUY
$61.16 - $70.24 $1,162 - $1,334
19 Added 0.69%
2,791 $195,000
Q3 2023

Nov 01, 2023
SELL
$64.45 - $69.39 $102,153 - $109,983
-1,585 Reduced 36.38%
2,772 $178,000
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $1,646 - $1,747
26 Added 0.6%
4,357 $292,000
Q1 2023

Apr 13, 2023
SELL
$62.59 - $69.3 $1,126 - $1,247
-18 Reduced 0.41%
4,331 $284,000
Q4 2022

Jan 13, 2023
BUY
$64.27 - $69.24 $1,863 - $2,007
29 Added 0.67%
4,349 $0
Q3 2022

Oct 20, 2022
BUY
N/A
29 Added 0.68%
4,320 $253,000
Q2 2022

Aug 04, 2022
BUY
N/A
26 Added 0.61%
4,291 $268,000
Q1 2022

Apr 29, 2022
SELL
N/A
-331 Reduced 7.2%
4,265 $305,000
Q4 2021

Jan 31, 2022
BUY
N/A
26 Added 0.57%
4,596 $337,000
Q3 2021

Oct 12, 2021
BUY
N/A
24 Added 0.53%
4,570 $308,000
Q2 2021

Jul 15, 2021
SELL
N/A
-20,839 Reduced 82.09%
4,546 $311,000
Q1 2021

May 03, 2021
SELL
N/A
-10,113 Reduced 28.49%
25,385 $1.66 Million
Q4 2020

Feb 03, 2021
BUY
N/A
74 Added 0.21%
35,498 $2.11 Million
Q3 2020

Oct 19, 2020
BUY
N/A
142 Added 0.4%
35,424 $1.85 Million
Q2 2020

Jul 24, 2020
BUY
N/A
81 Added 0.23%
35,282 $1.77 Million
Q1 2020

May 06, 2020
BUY
N/A
747 Added 2.17%
35,201 $1.56 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-3,195 Reduced 8.49%
34,454 $1.96 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-6,676 Reduced 15.06%
37,649 $2.11 Million
Q1 2019

May 03, 2019
BUY
N/A
4,013 Added 9.95%
44,325 $2.43 Million
Q4 2018

Jan 30, 2019
BUY
N/A
32,146 Added 393.66%
40,312 $1.99 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-20,544 Reduced 71.56%
8,166 $458,000
Q2 2018

Aug 15, 2018
BUY
N/A
27,014 Added 1592.81%
28,710 $1.53 Million
Q1 2018

May 07, 2018
BUY
N/A
1,696 New
1,696 $90,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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