Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,109 shares of SCHV stock, worth $275,975. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,109
Previous 2,961 241.4%
Holding current value
$275,975
Previous $237,000 10.97%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.79 - $80.4 $184,346 - $574,699
7,148 Added 241.4%
10,109 $263,000
Q3 2024

Oct 25, 2024
BUY
$73.43 - $80.37 $73 - $80
1 Added 0.03%
2,961 $237,000
Q2 2024

Jul 15, 2024
BUY
$71.74 - $75.86 $7,389 - $7,813
103 Added 3.61%
2,960 $219,000
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $894 - $987
13 Added 0.46%
2,857 $217,000
Q1 2023

Apr 19, 2023
SELL
$62.59 - $69.3 $3,192 - $3,534
-51 Reduced 1.76%
2,844 $186,000
Q3 2022

Oct 21, 2022
BUY
$58.51 - $69.02 $3,920 - $4,624
67 Added 2.37%
2,895 $169,000
Q2 2022

Aug 02, 2022
SELL
$60.93 - $72.3 $913 - $1,084
-15 Reduced 0.53%
2,828 $177,000
Q1 2022

May 02, 2022
SELL
$67.71 - $74.19 $744 - $816
-11 Reduced 0.39%
2,843 $203,000
Q4 2021

Feb 03, 2022
SELL
$67.9 - $73.3 $12,901 - $13,927
-190 Reduced 6.24%
2,854 $209,000
Q3 2021

Nov 09, 2021
BUY
$66.91 - $71.05 $8,296 - $8,810
124 Added 4.25%
3,044 $205,000
Q2 2021

Aug 04, 2021
SELL
$65.81 - $69.75 $54,293 - $57,543
-825 Reduced 22.03%
2,920 $200,000
Q1 2021

Apr 28, 2021
SELL
$58.71 - $65.66 $23,131 - $25,870
-394 Reduced 9.52%
3,745 $244,000
Q4 2020

Feb 01, 2021
BUY
$50.83 - $59.53 $15,045 - $17,620
296 Added 7.7%
4,139 $246,000
Q3 2020

Oct 28, 2020
SELL
$49.44 - $54.86 $56,312 - $62,485
-1,139 Reduced 22.86%
3,843 $201,000
Q2 2020

Aug 05, 2020
BUY
$42.21 - $55.29 $15,068 - $19,738
357 Added 7.72%
4,982 $250,000
Q4 2019

Feb 03, 2020
BUY
$54.73 - $60.25 $46,465 - $51,152
849 Added 22.48%
4,625 $278,000
Q3 2019

Oct 31, 2019
BUY
$56.56 - $57.5 $8,484 - $8,625
150 Added 4.14%
3,776 $214,000
Q2 2019

Aug 06, 2019
BUY
N/A
1,617 Added 80.49%
3,626 $204,000
Q4 2018

Jan 28, 2019
BUY
N/A
450 Added 28.86%
2,009 $99,000
Q3 2018

Nov 09, 2018
BUY
N/A
1,024 Added 191.4%
1,559 $87,000
Q4 2017

Jan 31, 2018
BUY
N/A
123 Added 29.85%
535 $29,000
Q3 2017

Oct 20, 2017
BUY
N/A
412
412 $21,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
Call Options Held
0
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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