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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 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 63,508 shares of SCHV stock, worth $4.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
63,508
Previous 64,157 1.01%
Holding current value
$4.7 Million
Previous $4.5 Million 7.29%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $68,383 - $73,671
-1,064 Reduced 1.48%
70,654 $0
Q3 2022

Oct 19, 2022
SELL
N/A
-2,410 Reduced 3.25%
71,718 $4.2 Million
Q2 2022

Jul 15, 2022
BUY
N/A
31 Added 0.04%
74,128 $4.63 Million
Q1 2022

May 16, 2022
BUY
N/A
5,904 Added 8.66%
74,097 $5.29 Million
Q4 2021

Feb 15, 2022
BUY
N/A
68,193 New
68,193 $4.99 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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