Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Loveless Wealth Management LLC holds 13,109 shares of SCHV stock, worth $970,066. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,109
Previous 11,722 11.83%
Holding current value
$970,066
Previous $837,000 2.27%
% of portfolio
0.54%
Previous 0.47%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
N/A
1,387 Added 11.83%
13,109 $818,000
Q1 2022

May 11, 2022
BUY
N/A
3,264 Added 38.59%
11,722 $837,000
Q4 2021

Feb 14, 2022
BUY
N/A
469 Added 5.87%
8,458 $619,000
Q3 2021

Nov 12, 2021
BUY
N/A
409 Added 5.4%
7,989 $539,000
Q2 2021

Jul 28, 2021
BUY
N/A
2,697 Added 55.23%
7,580 $518,000
Q1 2021

May 03, 2021
BUY
N/A
620 Added 14.54%
4,883 $319,000
Q4 2020

Jan 27, 2021
SELL
N/A
-10 Reduced 0.23%
4,263 $254,000
Q3 2020

Oct 14, 2020
SELL
N/A
-25 Reduced 0.58%
4,273 $223,000
Q2 2020

Aug 10, 2020
BUY
N/A
4,298 New
4,298 $215,000

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
  • Industry ETFs
More about SCHV
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