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

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 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 40,197 shares of SCHV stock, worth $1.05 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

40,197

Previous 39,481 1.81%

Holding current value

$1.05 Million

Previous $2.94 Billion 9.81%

% of portfolio

0.9%

Previous 1.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$73.43 - $80.37 $52,575 - $57,544	716 Added 1.81%	40,197 $3.23 Billion
Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $59,759 - $63,191	-833 Reduced 2.07%	39,481 $2.94 Billion
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	$59.13 - $69.24 $2.59 Million - $3.03 Million	43,741 New	43,741 $2.89 Billion

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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