Mission Wealth Management, LP Schwab Strategic Tr Us Large C Transaction History

Mission Wealth Management, LP

  • $3.75 Billion
  • Q2 2024

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mission Wealth Management, LP holds 3,159 shares of SCHV stock, worth $252,877. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,159
Previous 4,998 36.79%
Holding current value
$252,877
Previous $379,000 38.26%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$71.74 - $75.86 $131,929 - $139,506
-1,839 Reduced 36.79%
3,159 $234,000
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $126,559 - $139,727
1,839 Added 58.21%
4,998 $379,000
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $226,108 - $259,677
-3,697 Reduced 53.92%
3,159 $221,000
Q3 2023

Oct 23, 2023
SELL
$64.45 - $69.39 $244,329 - $263,057
-3,791 Reduced 35.61%
6,856 $441,000
Q2 2023

Aug 04, 2023
BUY
$63.33 - $67.21 $474,215 - $503,268
7,488 Added 237.04%
10,647 $714,000
Q1 2023

Apr 07, 2023
SELL
$62.59 - $69.3 $203,730 - $225,571
-3,255 Reduced 50.75%
3,159 $207,000
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $23,001 - $26,934
389 Added 6.46%
6,414 $423,000
Q3 2022

Oct 12, 2022
BUY
$58.51 - $69.02 $352,522 - $415,845
6,025 New
6,025 $353,000
Q1 2022

Apr 25, 2022
SELL
$67.71 - $74.19 $187,556 - $205,506
-2,770 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $188,083 - $203,041
2,770 New
2,770 $203,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
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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