Market Street Wealth Management Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Market Street Wealth Management Advisors LLC

  • $507 Million
  • Q1 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 12,496 shares of SCHV stock, worth $924,454. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,496
Previous 12,496 -0.0%
Holding current value
$924,454
Previous $875,000 8.46%
% of portfolio
0.19%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $190,574 - $218,867
-3,116 Reduced 19.96%
12,496 $875,000
Q3 2023

Oct 12, 2023
SELL
$64.45 - $69.39 $96,030 - $103,391
-1,490 Reduced 8.71%
15,612 $1.01 Million
Q2 2023

Jul 12, 2023
SELL
$63.33 - $67.21 $125,456 - $133,143
-1,981 Reduced 10.38%
17,102 $1.15 Million
Q1 2023

Apr 18, 2023
SELL
$62.59 - $69.3 $94,510 - $104,643
-1,510 Reduced 7.33%
19,083 $1.25 Million
Q4 2022

Jan 20, 2023
SELL
$64.27 - $69.24 $338,831 - $365,033
-5,272 Reduced 20.38%
20,593 $0
Q4 2021

Jan 19, 2022
SELL
N/A
-1,538 Reduced 5.61%
25,865 $1.89 Million
Q3 2021

Oct 27, 2021
SELL
N/A
-34 Reduced 0.12%
27,403 $1.85 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-6,195 Reduced 18.42%
27,437 $1.63 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-5,219 Reduced 13.43%
33,632 $1.76 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-467 Reduced 1.19%
38,851 $1.95 Million
Q1 2020

Apr 20, 2020
BUY
N/A
28,752 Added 272.12%
39,318 $1.74 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-4,917 Reduced 31.76%
10,566 $635,000
Q3 2019

Oct 31, 2019
BUY
N/A
15,483 New
15,483 $878,000

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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