Marks Group Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 21,558 shares of SCHV stock, worth $584,006. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,558
Previous 7,186 200.0%
Holding current value
$584,006
Previous $577,000 2.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$25.79 - $80.4 $370,653 - $1.16 Million
14,372 Added 200.0%
21,558 $562,000
Q4 2021

Mar 03, 2022
BUY
$67.9 - $73.3 $487,929 - $526,733
7,186 New
7,186 $526,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $487,929 - $526,733
-7,186 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$42.21 - $55.29 $590 - $774
-14 Reduced 0.19%
7,186 $360,000
Q1 2020

Apr 23, 2020
BUY
$38.4 - $61.03 $276,480 - $439,416
7,200 New
7,200 $319,000

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
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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