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

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 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 9,996 shares of SCHV stock, worth $275,889. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,996
Previous 3,332 200.0%
Holding current value
$275,889
Previous $267,000 2.62%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 21, 2025
BUY
$25.79 - $80.4 $171,864 - $535,785
6,664 Added 200.0%
9,996 $260,000
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
882
Shares Held
321M
Call Options Held
0
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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