Le Jeune Puetz Investment Counsel LLC Schwab Strategic Tr Us Large C Transaction History

Le Jeune Puetz Investment Counsel LLC

  • $272 Million
  • Q1 2023

A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 23,933 shares of SCHV stock, worth $1.77 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
23,933
Previous 23,933 -0.0%
Holding current value
$1.77 Million
Previous $1.58 Million 0.7%
% of portfolio
0.58%
Previous 0.6%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
BUY
$64.27 - $69.24 $83,679 - $90,150
1,302 Added 5.75%
23,933 $0
Q3 2022

Nov 08, 2022
BUY
N/A
1 Added 0.0%
22,631 $1.32 Million
Q1 2022

May 02, 2022
BUY
N/A
251 Added 1.12%
22,630 $1.62 Million
Q4 2021

Jan 31, 2022
BUY
N/A
1,426 Added 6.81%
22,379 $1.64 Million
Q2 2021

Jul 27, 2021
BUY
N/A
56 Added 0.27%
20,953 $1.43 Million
Q1 2021

Apr 26, 2021
BUY
N/A
2,615 Added 14.3%
20,897 $1.36 Million
Q4 2020

Jan 28, 2021
BUY
N/A
2,871 Added 18.63%
18,282 $1.09 Million
Q3 2020

Nov 03, 2020
BUY
N/A
1,471 Added 10.55%
15,411 $804,000
Q2 2020

Aug 03, 2020
SELL
N/A
-1,774 Reduced 11.29%
13,940 $699,000
Q1 2020

Apr 29, 2020
BUY
N/A
2,599 Added 19.82%
15,714 $696,000
Q4 2019

Jan 28, 2020
BUY
N/A
1,400 Added 11.95%
13,115 $788,000
Q3 2019

Oct 23, 2019
BUY
N/A
350 Added 3.08%
11,715 $665,000
Q1 2019

Apr 23, 2019
BUY
N/A
38 Added 0.34%
11,365 $622,000
Q4 2018

Jan 30, 2019
BUY
N/A
11,327 New
11,327 $558,000

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
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