Imprint Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Imprint Wealth LLC

$412 Billion
Q1 2024

A detailed history of Imprint Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Imprint Wealth LLC holds 4,141 shares of SCHV stock, worth $306,268. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,141

Holding current value

$306,268

% of portfolio

0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$68.82 - $75.98 $284,983 - $314,633	4,141 New	4,141 $313 Million
Q2 2023 Aug 17, 2023	SELL	$63.33 - $67.21 $27.2 Million - $28.9 Million	-429,825 Reduced 98.53%	6,403 $436 Million
Q2 2023 Aug 15, 2023	BUY	$63.33 - $67.21 $27.3 Million - $28.9 Million	430,524 Added 7547.76%	436,228 $436 Million
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $357,013 - $395,287	5,704 New	5,704 $373 Million

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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