Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History

Independent Advisor Alliance

  • $2.88 Billion
  • Q2 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 4,078 shares of SCHV stock, worth $327,137. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,078
Previous 4,777 14.63%
Holding current value
$327,137
Previous $362,000 16.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
SELL
$71.74 - $75.86 $50,146 - $53,026
-699 Reduced 14.63%
4,078 $302,000
Q4 2023

Feb 08, 2024
SELL
$61.16 - $70.24 $28,133 - $32,310
-460 Reduced 8.78%
4,777 $334,000
Q2 2023

Jul 28, 2023
BUY
$63.33 - $67.21 $86,888 - $92,212
1,372 Added 35.5%
5,237 $351,000
Q1 2023

May 12, 2023
SELL
$62.59 - $69.3 $85,247 - $94,386
-1,362 Reduced 26.06%
3,865 $253,000
Q4 2022

Feb 13, 2023
BUY
$59.13 - $69.24 $40,681 - $47,637
688 Added 15.16%
5,227 $345,000
Q3 2022

Nov 04, 2022
BUY
$58.51 - $69.02 $265,576 - $313,281
4,539 New
4,539 $266,000
Q1 2022

May 06, 2022
SELL
$67.71 - $74.19 $185,931 - $203,725
-2,746 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $186,453 - $201,281
2,746 New
2,746 $201,000
Q1 2020

May 14, 2020
SELL
$38.4 - $61.03 $1.46 Million - $2.32 Million
-37,969 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$54.73 - $60.25 $2.08 Million - $2.29 Million
37,969 New
37,969 $2.28 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-6,268 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
1,859 Added 42.16%
6,268 $343,000
Q4 2018

Feb 12, 2019
BUY
N/A
4,409 New
4,409 $233,000

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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