Kfa Private Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 8,661 shares of SCHV stock, worth $226,918. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,661
Previous 2,887 200.0%
Holding current value
$226,918
Previous $232,000 3.02%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Jan 22, 2025
BUY
$25.79 - $80.4 $148,911 - $464,229
5,774 Added 200.0%
8,661 $225,000
Q2 2024

Aug 07, 2024
SELL
$71.74 - $75.86 $25,467 - $26,930
-355 Reduced 10.95%
2,887 $213,000
Q1 2024

May 01, 2024
BUY
$68.82 - $75.98 $223,114 - $246,327
3,242 New
3,242 $246,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
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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