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

M3 Advisory Group, LLC

  • $140 Billion
  • Q4 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 90,388 shares of SCHV stock, worth $2.45 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
90,388
Previous 25,918 248.75%
Holding current value
$2.45 Million
Previous $2.08 Billion 13.12%
% of portfolio
1.69%
Previous 1.53%

Shares

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

Jan 21, 2025
BUY
$25.79 - $80.4 $1.66 Million - $5.18 Million
64,470 Added 248.75%
90,388 $2.36 Billion
Q3 2024

Oct 17, 2024
BUY
$73.43 - $80.37 $131,513 - $143,942
1,791 Added 7.42%
25,918 $2.08 Billion
Q2 2024

Jul 19, 2024
BUY
$71.74 - $75.86 $119,734 - $126,610
1,669 Added 7.43%
24,127 $1.79 Billion
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
849
Shares Held
179M
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
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