A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 13,949 shares of SCHV stock, worth $1.03 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
13,949
Previous 11,644 19.8%
Holding current value
$1.03 Million
Previous $813 Million 30.29%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Apr 16, 2024

BUY
$68.82 - $75.98 $158,630 - $175,133
2,305 Added 19.8%
13,949 $1.06 Billion
Q4 2023

Jan 10, 2024

BUY
$61.16 - $70.24 $712,147 - $817,874
11,644 New
11,644 $813 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.