Gradient Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Gradient Capital Advisors, LLC

  • $270 Million
  • Q1 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 16,135 shares of SCHV stock, worth $1.19 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
16,135
Previous 16,743 3.63%
Holding current value
$1.19 Million
Previous $1.17 Million 4.43%
% of portfolio
0.45%
Previous 0.45%

Shares

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

Apr 17, 2024
SELL
$68.82 - $75.98 $41,842 - $46,195
-608 Reduced 3.63%
16,135 $1.23 Million
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $8,745 - $10,044
-143 Reduced 0.85%
16,743 $1.17 Million
Q2 2023

Jul 18, 2023
SELL
$63.33 - $67.21 $2,849 - $3,024
-45 Reduced 0.27%
16,886 $1.13 Million
Q1 2023

Apr 17, 2023
SELL
$62.59 - $69.3 $23,721 - $26,264
-379 Reduced 2.19%
16,931 $1.11 Million
Q4 2022

Feb 03, 2023
SELL
$64.27 - $69.24 $71,018 - $76,510
-1,105 Reduced 6.0%
17,310 $1.14 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-855 Reduced 4.44%
18,415 $1.08 Million
Q2 2022

Jul 18, 2022
BUY
N/A
172 Added 0.9%
19,270 $1.2 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-66 Reduced 0.34%
19,098 $1.36 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-1,017 Reduced 5.04%
19,164 $1.4 Million
Q3 2021

Nov 02, 2021
BUY
N/A
191 Added 0.96%
20,181 $1.36 Million
Q2 2021

Aug 02, 2021
BUY
N/A
4,345 Added 27.77%
19,990 $1.37 Million
Q1 2021

Apr 21, 2021
BUY
N/A
2,425 Added 18.34%
15,645 $1.02 Million
Q4 2020

Jan 20, 2021
BUY
N/A
2,263 Added 20.65%
13,220 $787,000
Q3 2020

Oct 21, 2020
BUY
N/A
129 Added 1.19%
10,957 $572,000
Q2 2020

Jul 28, 2020
SELL
N/A
-3,004 Reduced 21.72%
10,828 $543,000
Q1 2020

Apr 22, 2020
SELL
N/A
-1,050 Reduced 7.06%
13,832 $612,000
Q4 2019

Jan 16, 2020
SELL
N/A
-59 Reduced 0.39%
14,882 $895,000
Q3 2019

Oct 22, 2019
BUY
N/A
642 Added 4.49%
14,941 $848,000
Q2 2019

Jul 16, 2019
SELL
N/A
-914 Reduced 6.01%
14,299 $803,000
Q1 2019

Apr 16, 2019
SELL
N/A
-673 Reduced 4.24%
15,213 $833,000
Q4 2018

Jan 30, 2019
BUY
N/A
6,481 Added 68.91%
15,886 $783,000
Q3 2018

Nov 06, 2018
BUY
N/A
53 Added 0.57%
9,405 $527,000
Q2 2018

Jul 26, 2018
BUY
N/A
745 Added 8.66%
9,352 $497,000
Q1 2018

Apr 20, 2018
BUY
N/A
3,022 Added 54.11%
8,607 $455,000
Q4 2017

Feb 12, 2018
BUY
N/A
5,585
5,585 $305,000

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
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More about SCHV
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