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

Glass Jacobson Investment Advisors LLC

  • $266 Billion
  • Q1 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 26,983 shares of SCHV stock, worth $2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
26,983
Previous 24,713 9.19%
Holding current value
$2 Million
Previous $1.73 Billion 18.34%
% of portfolio
0.77%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $1.03 Million - $1.11 Million
16,044 New
16,044 $1.06 Billion

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 Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email