Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lutz Financial Services LLC holds 2,759 shares of SCHV stock, worth $76,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,759
Previous 2,759 -0.0%
Holding current value
$76,700
Previous $204,000 8.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 03, 2024
BUY
$68.82 - $75.98 $189,874 - $209,628
2,759 New
2,759 $209,000
Q1 2022

Apr 25, 2022
SELL
$67.71 - $74.19 $186,811 - $204,690
-2,759 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $187,336 - $202,234
2,759 New
2,759 $202,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
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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