A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,544 shares of SCHV stock, worth $70,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,544
Previous 4,122 38.28%
Holding current value
$70,723
Previous $305,000 33.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$73.43 - $80.37 $115,872 - $126,823
-1,578 Reduced 38.28%
2,544 $204,000
Q2 2024

Jul 16, 2024

BUY
$71.74 - $75.86 $295,712 - $312,694
4,122 New
4,122 $305,000
Q1 2023

May 02, 2023

BUY
$62.59 - $69.3 $187 - $207
3 Added 0.1%
3,131 $205,000
Q4 2022

Jan 31, 2023

BUY
$59.13 - $69.24 $184,958 - $216,582
3,128 New
3,128 $206,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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