Game Plan Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Game Plan Financial Advisors, LLC

  • $170 Million
  • Q1 2024

A detailed history of Game Plan Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Game Plan Financial Advisors, LLC holds 64,318 shares of SCHV stock, worth $4.76 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
64,318
Previous 69,124 6.95%
Holding current value
$4.76 Million
Previous $4.85 Million 0.85%
% of portfolio
2.87%
Previous 3.6%

Shares

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

Apr 12, 2024
SELL
$68.82 - $75.98 $330,748 - $365,159
-4,806 Reduced 6.95%
64,318 $4.89 Million
Q4 2023

Apr 12, 2024
BUY
$61.16 - $70.24 $300,479 - $345,089
4,913 Added 7.65%
69,124 $4.85 Million
Q4 2022

Feb 09, 2023
SELL
$64.27 - $69.24 $7,326 - $7,893
-114 Reduced 0.18%
64,211 $4.24 Million
Q3 2022

Nov 02, 2022
BUY
N/A
744 Added 1.17%
64,325 $3.76 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-1,220 Reduced 1.88%
63,581 $3.95 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-297 Reduced 0.46%
64,801 $4.63 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,312 Added 2.06%
65,098 $4.77 Million
Q3 2021

Oct 26, 2021
BUY
N/A
785 Added 1.25%
63,786 $4.3 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-1,361 Reduced 2.11%
63,001 $4.31 Million
Q1 2021

Apr 28, 2021
BUY
N/A
1,106 Added 1.75%
64,362 $4.21 Million
Q4 2020

Jan 19, 2021
BUY
N/A
2,981 Added 4.95%
63,256 $3.76 Million
Q3 2020

Nov 09, 2020
BUY
N/A
60,275 New
60,275 $3.15 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-53,173 Closed
0 $0
Q1 2020

May 07, 2020
BUY
N/A
1,621 Added 3.14%
53,173 $2.35 Million
Q4 2019

Feb 13, 2020
BUY
N/A
51,552 New
51,552 $3.1 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
Track This Portfolio

Track Game Plan Financial Advisors, LLC Portfolio

Follow Game Plan Financial Advisors, LLC 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 Game Plan Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Game Plan Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email