Hb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 91,852 shares of SCHV stock, worth $2.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
91,852
Previous 44,247 107.59%
Holding current value
$2.49 Million
Previous $3.56 Million 32.68%
% of portfolio
0.02%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.79 - $80.4 $1.23 Million - $3.83 Million
47,605 Added 107.59%
91,852 $2.39 Million
Q3 2024

Oct 15, 2024
SELL
$73.43 - $80.37 $831,007 - $909,547
-11,317 Reduced 20.37%
44,247 $3.56 Million
Q2 2024

Jul 26, 2024
SELL
$71.74 - $75.86 $569,902 - $602,631
-7,944 Reduced 12.51%
55,564 $4.12 Million
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $44,664 - $49,311
-649 Reduced 1.01%
63,508 $4.83 Million
Q4 2023

Jan 16, 2024
SELL
$61.16 - $70.24 $198,953 - $228,490
-3,253 Reduced 4.83%
64,157 $4.5 Million
Q3 2023

Oct 13, 2023
SELL
$64.45 - $69.39 $5,284 - $5,689
-82 Reduced 0.12%
67,410 $4.35 Million
Q2 2023

Jul 13, 2023
SELL
$63.33 - $67.21 $175,170 - $185,902
-2,766 Reduced 3.94%
67,492 $4.53 Million
Q1 2023

Apr 13, 2023
SELL
$62.59 - $69.3 $24,785 - $27,442
-396 Reduced 0.56%
70,258 $4.61 Million
Q4 2022

Jan 20, 2023
SELL
$59.13 - $69.24 $62,914 - $73,671
-1,064 Reduced 1.48%
70,654 $0
Q3 2022

Oct 19, 2022
SELL
$58.51 - $69.02 $141,009 - $166,338
-2,410 Reduced 3.25%
71,718 $4.2 Million
Q2 2022

Jul 15, 2022
BUY
$60.93 - $72.3 $1,888 - $2,241
31 Added 0.04%
74,128 $4.63 Million
Q1 2022

May 16, 2022
BUY
$67.71 - $74.19 $399,759 - $438,017
5,904 Added 8.66%
74,097 $5.29 Million
Q4 2021

Feb 15, 2022
BUY
$67.9 - $73.3 $4.63 Million - $5 Million
68,193 New
68,193 $4.99 Million

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
Call Options Held
0
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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