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 $66,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,544
Previous 4,122 38.28%
Holding current value
$66,729
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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. 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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.