Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Glass Jacobson Investment Advisors LLC

$302 Billion
Q3 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 29,225 shares of SCHV stock, worth $791,997. This represents 0.78% of its overall portfolio holdings.

Number of Shares

29,225

Previous 29,319 0.32%

Holding current value

$791,997

Previous $2.17 Billion 8.14%

% of portfolio

0.78%

Previous 0.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$73.43 - $80.37 $6,902 - $7,554	-94 Reduced 0.32%	29,225 $2.35 Billion
Q2 2024 Aug 12, 2024	BUY	$71.74 - $75.86 $167,584 - $177,208	2,336 Added 8.66%	29,319 $2.17 Billion
Q1 2024 Apr 26, 2024	BUY	$68.82 - $75.98 $156,221 - $172,474	2,270 Added 9.19%	26,983 $2.05 Billion
Q4 2023 Jan 22, 2024	BUY	$61.16 - $70.24 $223,906 - $257,148	3,661 Added 17.39%	24,713 $1.73 Billion
Q3 2023 Nov 07, 2023	BUY	$64.45 - $69.39 $177,237 - $190,822	2,750 Added 15.03%	21,052 $1.36 Billion
Q2 2023 Jul 25, 2023	BUY	$63.33 - $67.21 $142,999 - $151,760	2,258 Added 14.07%	18,302 $1.23 Billion
Q4 2022 Feb 06, 2023	BUY	$59.13 - $69.24 $948,681 - $1.11 Million	16,044 New	16,044 $1.06 Billion

Others Institutions Holding SCHV

# of Institutions

855

Shares Held

199M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History