Gradient Investments LLC Schwab Strategic Tr Us Large C Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gradient Investments LLC holds 677 shares of SCHV stock, worth $50,070. This represents 0.0% of its overall portfolio holdings.

Number of Shares
677
Previous 573 18.15%
Holding current value
$50,070
Previous $40,000 27.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
BUY
$68.82 - $75.98 $7,157 - $7,901
104 Added 18.15%
677 $51,000
Q4 2023

Jan 18, 2024
BUY
$61.16 - $70.24 $2,079 - $2,388
34 Added 6.31%
573 $40,000
Q3 2023

Oct 27, 2023
BUY
$64.45 - $69.39 $34,738 - $37,401
539 New
539 $34,000
Q1 2020

Apr 07, 2020
SELL
N/A
-53 Closed
0 $0
Q2 2019

Jul 16, 2019
SELL
N/A
-54 Reduced 50.47%
53 $3,000
Q1 2019

Apr 11, 2019
SELL
N/A
-290 Reduced 73.05%
107 $6,000
Q4 2018

Jan 18, 2019
BUY
N/A
397 New
397 $20,000

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
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More about SCHV
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