Money Concepts Capital Corp Schwab Strategic Tr Us Large C Transaction History

Money Concepts Capital Corp

  • $1.06 Billion
  • Q1 2024

A detailed history of Money Concepts Capital Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Money Concepts Capital Corp holds 14,042 shares of SCHV stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,042
Previous 14,195 1.08%
Holding current value
$1.04 Million
Previous $995,000 7.14%
% of portfolio
0.1%
Previous 0.03%

Shares

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

May 01, 2024
SELL
$68.82 - $75.98 $10,529 - $11,624
-153 Reduced 1.08%
14,042 $1.07 Million
Q4 2023

Feb 12, 2024
SELL
$61.16 - $70.24 $21,956 - $25,216
-359 Reduced 2.47%
14,195 $995,000
Q3 2023

Oct 31, 2023
SELL
$64.45 - $69.39 $5,864 - $6,314
-91 Reduced 0.62%
14,554 $938,000
Q2 2023

Jul 31, 2023
SELL
$63.33 - $67.21 $18,809 - $19,961
-297 Reduced 1.99%
14,645 $982,000
Q1 2023

May 01, 2023
SELL
$62.59 - $69.3 $229,830 - $254,469
-3,672 Reduced 19.73%
14,942 $979,000
Q3 2022

Oct 27, 2022
SELL
N/A
-81 Reduced 0.46%
17,397 $1.02 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-2,526 Reduced 12.63%
17,478 $1.1 Million
Q1 2022

May 13, 2022
SELL
N/A
-1,624 Reduced 7.51%
20,004 $1.43 Million
Q4 2021

Feb 14, 2022
BUY
N/A
297 Added 1.39%
21,628 $1.58 Million
Q1 2021

May 17, 2021
SELL
N/A
-4,043 Reduced 15.93%
21,331 $1.39 Million
Q4 2020

May 17, 2021
BUY
N/A
25,374 New
25,374 $1.51 Million

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
Track This Portfolio

Track Money Concepts Capital Corp Portfolio

Follow Money Concepts Capital Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email