Fonville Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Fonville Wealth Management LLC

  • $226 Billion
  • Q1 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,763 shares of SCHV stock, worth $574,151. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,763
Previous 7,741 0.28%
Holding current value
$574,151
Previous $543 Million 8.71%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Apr 26, 2024
BUY
$68.82 - $75.98 $1,514 - $1,671
22 Added 0.28%
7,763 $590 Million
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $473,439 - $543,727
7,741 New
7,741 $543 Million

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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