Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Investments & Financial Planning, LLC

  • $146 Million
  • Q1 2024

A detailed history of Investments & Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 3,428 shares of SCHV stock, worth $253,534. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,428
Previous 3,427 0.03%
Holding current value
$253,534
Previous $240,000 8.33%
% of portfolio
0.18%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $68 - $75
1 Added 0.03%
3,428 $260,000
Q4 2023

Jan 18, 2024
SELL
$61.16 - $70.24 $795 - $913
-13 Reduced 0.38%
3,427 $240,000
Q3 2023

Oct 18, 2023
BUY
$64.45 - $69.39 $1,482 - $1,595
23 Added 0.67%
3,440 $221,000
Q2 2023

Jul 18, 2023
BUY
$63.33 - $67.21 $63 - $67
1 Added 0.03%
3,417 $229,000
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $2,879 - $3,187
46 Added 1.36%
3,416 $224,000
Q4 2022

Feb 28, 2023
BUY
$64.27 - $69.24 $216,589 - $233,338
3,370 New
3,370 $222,000

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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