Iag Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Iag Wealth Partners, LLC

  • $462 Million
  • Q1 2024

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 3,325 shares of SCHV stock, worth $245,916. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,325
Previous 3,325 -0.0%
Holding current value
$245,916
Previous $233,000 8.15%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
N/A
-210 Reduced 5.94%
3,325 $208,000
Q1 2022

May 04, 2022
SELL
N/A
-230 Reduced 6.11%
3,535 $252,000
Q3 2020

Feb 11, 2021
SELL
N/A
-191 Reduced 4.83%
3,765 $197,000
Q2 2020

Feb 11, 2021
SELL
N/A
-1,311 Reduced 24.89%
3,956 $199,000
Q1 2020

Feb 11, 2021
BUY
N/A
856 Added 19.41%
5,267 $234,000
Q4 2019

Feb 11, 2021
BUY
N/A
4,411 New
4,411 $266,000

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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