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 $357,875. This represents 0.54% of its overall portfolio holdings.

Number of Shares

13,109

Previous 11,722 11.83%

Holding current value

$357,875

Previous $837,000 2.27%

% of portfolio

0.54%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$60.93 - $72.3 $84,509 - $100,280	1,387 Added 11.83%	13,109 $818,000
Q1 2022 May 11, 2022	BUY	$67.71 - $74.19 $221,005 - $242,156	3,264 Added 38.59%	11,722 $837,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $31,845 - $34,377	469 Added 5.87%	8,458 $619,000
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $27,366 - $29,059	409 Added 5.4%	7,989 $539,000
Q2 2021 Jul 28, 2021	BUY	$65.81 - $69.75 $177,489 - $188,115	2,697 Added 55.23%	7,580 $518,000
Q1 2021 May 03, 2021	BUY	$58.71 - $65.66 $36,400 - $40,709	620 Added 14.54%	4,883 $319,000
Q4 2020 Jan 27, 2021	SELL	$50.83 - $59.53 $508 - $595	-10 Reduced 0.23%	4,263 $254,000
Q3 2020 Oct 14, 2020	SELL	$49.44 - $54.86 $1,236 - $1,371	-25 Reduced 0.58%	4,273 $223,000
Q2 2020 Aug 10, 2020	BUY	$42.21 - $55.29 $181,418 - $237,636	4,298 New	4,298 $215,000

Others Institutions Holding SCHV

# of Institutions

875

Shares Held

314M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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