J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

J.W. Cole Advisors, Inc.

  • $1.95 Billion
  • Q1 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 29,647 shares of SCHV stock, worth $2.19 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,647
Previous 28,931 2.47%
Holding current value
$2.19 Million
Previous $2.03 Million 11.05%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Apr 30, 2024
BUY
$68.82 - $75.98 $49,275 - $54,401
716 Added 2.47%
29,647 $2.25 Million
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $28,072 - $32,240
459 Added 1.61%
28,931 $2.03 Million
Q3 2023

Oct 24, 2023
BUY
$64.45 - $69.39 $218,872 - $235,648
3,396 Added 13.54%
28,472 $1.84 Million
Q2 2023

Jul 27, 2023
BUY
$63.33 - $67.21 $1,836 - $1,949
29 Added 0.12%
25,076 $1.68 Million
Q1 2023

May 03, 2023
BUY
$62.59 - $69.3 $131,626 - $145,737
2,103 Added 9.17%
25,047 $1.64 Million
Q4 2022

Feb 14, 2023
BUY
$64.27 - $69.24 $216,332 - $233,061
3,366 Added 17.19%
22,944 $1.51 Million
Q3 2022

Oct 31, 2022
BUY
N/A
1,340 Added 7.35%
19,578 $1.15 Million
Q2 2022

Jul 27, 2022
BUY
N/A
3,606 Added 24.64%
18,238 $1.14 Million
Q1 2022

Jun 10, 2022
SELL
N/A
-520,447 Reduced 97.27%
14,632 $1.05 Million
Q1 2022

May 16, 2022
BUY
N/A
522,675 Added 4213.76%
535,079 $524,000
Q4 2021

Jan 25, 2022
BUY
N/A
12,404 New
12,404 $908,000
Q3 2021

Oct 26, 2021
SELL
N/A
-8,527 Closed
0 $0
Q2 2021

Aug 06, 2021
SELL
N/A
-28 Reduced 0.33%
8,527 $583,000
Q1 2021

Apr 28, 2021
BUY
N/A
537 Added 6.7%
8,555 $558,000
Q4 2020

Feb 12, 2021
BUY
N/A
8,018 New
8,018 $477,000
Q3 2020

Nov 05, 2020
SELL
N/A
-12,049 Closed
0 $0
Q2 2020

Aug 07, 2020
BUY
N/A
12,049 New
12,049 $604,000
Q1 2020

May 07, 2020
SELL
N/A
-7,906 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
N/A
7,906 New
7,906 $475,000

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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