Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Grey Fox Wealth Advisors, LLC

$266 Billion
Q1 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 40,314 shares of SCHV stock, worth $2.98 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

40,314

Previous 40,794 1.18%

Holding current value

$2.98 Million

Previous $2.86 Billion 7.11%

% of portfolio

1.15%

Previous 1.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$68.82 - $75.98 $33,033 - $36,470	-480 Reduced 1.18%	40,314 $3.06 Billion
Q4 2023 Jan 17, 2024	SELL	$61.16 - $70.24 $1.04 Million - $1.19 Million	-17,002 Reduced 29.42%	40,794 $2.86 Billion
Q3 2023 Oct 24, 2023	BUY	$64.45 - $69.39 $58,327 - $62,797	905 Added 1.59%	57,796 $3.73 Billion
Q2 2023 Aug 03, 2023	BUY	$63.33 - $67.21 $215,385 - $228,581	3,401 Added 6.36%	56,891 $3.82 Billion
Q1 2023 May 09, 2023	BUY	$62.59 - $69.3 $610,189 - $675,605	9,749 Added 22.29%	53,490 $3.51 Billion

Q4 2022 Feb 14, 2023	BUY	$64.27 - $69.24 $2.81 Million - $3.03 Million	43,741 New	43,741 $2.89 Billion

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History