M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

M3 Advisory Group, LLC

  • $110 Billion
  • Q1 2024

A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 22,458 shares of SCHV stock, worth $1.66 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
22,458
Previous 21,888 2.6%
Holding current value
$1.66 Million
Previous $1.53 Billion 11.21%
% of portfolio
1.55%
Previous 1.8%

Shares

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

Apr 29, 2024
BUY
$68.82 - $75.98 $39,227 - $43,308
570 Added 2.6%
22,458 $1.71 Billion
Q4 2023

Mar 19, 2024
BUY
$61.16 - $70.24 $1.34 Million - $1.54 Million
21,888 New
21,888 $1.53 Billion

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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