Life Steps Financial, Inc. Schwab Strategic Tr Us Large C Transaction History

Life Steps Financial, Inc.

  • $132 Million
  • Q1 2024

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Steps Financial, Inc. holds 5,080 shares of SCHV stock, worth $375,716. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,080
Previous 5,460 6.96%
Holding current value
$375,716
Previous $382,000 0.79%
% of portfolio
0.29%
Previous 0.34%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$68.82 - $75.98 $26,151 - $28,872
-380 Reduced 6.96%
5,080 $385,000
Q4 2023

Jan 18, 2024
SELL
$61.16 - $70.24 $305 - $351
-5 Reduced 0.09%
5,460 $382,000
Q3 2023

Oct 25, 2023
SELL
$64.45 - $69.39 $1,804 - $1,942
-28 Reduced 0.51%
5,465 $352,000
Q2 2023

Jul 14, 2023
BUY
$63.33 - $67.21 $823 - $873
13 Added 0.24%
5,493 $368,000
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $9,951 - $11,018
-159 Reduced 2.82%
5,480 $359,000
Q4 2022

Jan 18, 2023
SELL
$64.27 - $69.24 $96,919 - $104,413
-1,508 Reduced 21.1%
5,639 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-57 Reduced 0.79%
7,147 $418,000
Q2 2022

Jul 13, 2022
SELL
N/A
-9 Reduced 0.12%
7,204 $450,000
Q1 2022

Apr 12, 2022
SELL
N/A
-126 Reduced 1.72%
7,213 $515,000
Q4 2021

Jan 26, 2022
BUY
N/A
477 Added 6.95%
7,339 $537,000
Q3 2021

Oct 06, 2021
BUY
N/A
751 Added 12.29%
6,862 $463,000
Q2 2021

Jul 09, 2021
BUY
N/A
13 Added 0.21%
6,111 $418,000
Q1 2021

Apr 20, 2021
BUY
N/A
11 Added 0.18%
6,098 $398,000
Q4 2020

Jan 25, 2021
SELL
N/A
-88 Reduced 1.43%
6,087 $362,000
Q3 2020

Oct 21, 2020
SELL
N/A
-96 Reduced 1.53%
6,175 $322,000
Q2 2020

Aug 05, 2020
SELL
N/A
-348 Reduced 5.26%
6,271 $314,000
Q1 2020

May 21, 2020
SELL
N/A
-492 Reduced 6.92%
6,619 $293,000
Q4 2019

Jan 30, 2020
BUY
N/A
7,111 New
7,111 $427,000

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
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More about SCHV
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