Lantz Financial LLC Schwab Strategic Tr Us Large C Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantz Financial LLC holds 23,610 shares of SCHV stock, worth $639,831. This represents 0.17% of its overall portfolio holdings.

Number of Shares
23,610
Previous 7,870 200.0%
Holding current value
$639,831
Previous $632,000 2.69%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 21, 2025
BUY
$25.79 - $80.4 $405,934 - $1.27 Million
15,740 Added 200.0%
23,610 $615,000
Q2 2022

Jul 29, 2022
SELL
$60.93 - $72.3 $66,718 - $79,168
-1,095 Reduced 12.21%
7,870 $491,000
Q2 2020

Jul 22, 2020
SELL
$42.21 - $55.29 $178,421 - $233,710
-4,227 Reduced 32.04%
8,965 $449,000
Q1 2020

Apr 10, 2020
SELL
$38.4 - $61.03 $55,180 - $87,700
-1,437 Reduced 9.82%
13,192 $584,000
Q3 2019

Oct 18, 2019
SELL
$56.56 - $57.5 $2,318 - $2,357
-41 Reduced 0.28%
14,629 $803,000
Q1 2019

Apr 22, 2019
BUY
N/A
14,670 New
14,670 $803,000

Others Institutions Holding SCHV

# of Institutions
855
Shares Held
199M
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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