Hillcrest Wealth Advisors Ny, LLC Schwab Strategic Tr Us Large C Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $186 Million
  • Q2 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 3,332 shares of SCHV stock, worth $267,293. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,332
Previous 3,632 8.26%
Holding current value
$267,293
Previous $275,000 10.55%
% of portfolio
0.13%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$71.74 - $75.86 $21,522 - $22,758
-300 Reduced 8.26%
3,332 $246,000
Q4 2023

Jan 12, 2024
SELL
$61.16 - $70.24 $18,042 - $20,720
-295 Reduced 7.51%
3,632 $254,000
Q3 2022

Nov 03, 2022
SELL
$58.51 - $69.02 $409 - $483
-7 Reduced 0.18%
3,927 $230,000
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $266,371 - $291,863
3,934 New
3,934 $281,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
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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