M Holdings Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

M Holdings Securities, Inc.

  • $620 Million
  • Q4 2024

A detailed history of M Holdings Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M Holdings Securities, Inc. holds 18,936 shares of SCHV stock, worth $516,952. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,936
Previous 494 3733.2%
Holding current value
$516,952
Previous $18.9 Million 97.39%
% of portfolio
0.08%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.79 - $80.4 $475,619 - $1.48 Million
18,442 Added 3733.2%
18,936 $494,000
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $12,740 - $39,717
494 New
494 $18.9 Million
Q3 2022

Nov 16, 2022
SELL
$58.51 - $69.02 $144,753 - $170,755
-2,474 Reduced 26.61%
6,822 $399,000
Q2 2022

Aug 16, 2022
BUY
$60.93 - $72.3 $18,644 - $22,123
306 Added 3.4%
9,296 $580,000
Q1 2022

May 24, 2022
BUY
$67.71 - $74.19 $608,712 - $666,968
8,990 New
8,990 $642,000
Q2 2021

Aug 19, 2021
SELL
$65.81 - $69.75 $281,074 - $297,902
-4,271 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$58.71 - $65.66 $250,750 - $280,433
4,271 New
4,271 $279,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
Call Options Held
0
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
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. 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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email