A detailed history of Kovack Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kovack Advisors, Inc. holds 11,832 shares of SCHV stock, worth $328,929. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,832
Previous 11,233 5.33%
Holding current value
$328,929
Previous $832,000 14.18%
% of portfolio
0.1%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$73.43 - $80.37 $43,984 - $48,141
599 Added 5.33%
11,832 $950,000
Q2 2024

Aug 02, 2024

BUY
$71.74 - $75.86 $805,855 - $852,135
11,233 New
11,233 $832,000
Q4 2023

Feb 02, 2024

BUY
$61.16 - $70.24 $1,100 - $1,264
18 Added 0.16%
11,118 $779,000
Q3 2023

Oct 19, 2023

BUY
$64.45 - $69.39 $93,388 - $100,546
1,449 Added 15.01%
11,100 $715,000
Q2 2023

Jul 21, 2023

SELL
$63.33 - $67.21 $9,182 - $9,745
-145 Reduced 1.48%
9,651 $647,000
Q1 2023

Apr 20, 2023

BUY
$62.59 - $69.3 $39,932 - $44,213
638 Added 6.97%
9,796 $642,000
Q4 2022

Feb 22, 2023

BUY
$59.13 - $69.24 $650 - $761
11 Added 0.12%
9,158 $604,000
Q3 2022

Nov 14, 2022

BUY
$58.51 - $69.02 $702 - $828
12 Added 0.13%
9,147 $535,000
Q2 2022

Aug 10, 2022

BUY
$60.93 - $72.3 $609 - $723
10 Added 0.11%
9,135 $570,000
Q1 2022

May 16, 2022

BUY
$67.71 - $74.19 $473 - $519
7 Added 0.08%
9,125 $651,000
Q4 2021

Jan 18, 2022

BUY
$67.9 - $73.3 $102,936 - $111,122
1,516 Added 19.94%
9,118 $668,000
Q2 2021

Jul 29, 2021

BUY
$65.81 - $69.75 $59,558 - $63,123
905 Added 13.51%
7,602 $520,000
Q1 2021

May 04, 2021

BUY
$58.71 - $65.66 $393,180 - $439,725
6,697 New
6,697 $437,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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