A detailed history of Nations Financial Group Inc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 3,562 shares of SCHV stock, worth $285,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,562
Previous 5,109 30.28%
Holding current value
$285,743
Previous $388,000 32.22%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 29, 2024

SELL
$71.74 - $75.86 $110,981 - $117,355
-1,547 Reduced 30.28%
3,562 $263,000
Q1 2024

Apr 23, 2024

SELL
$68.82 - $75.98 $47,141 - $52,046
-685 Reduced 11.82%
5,109 $388,000
Q4 2023

Feb 09, 2024

SELL
$61.16 - $70.24 $135,041 - $155,089
-2,208 Reduced 27.59%
5,794 $406,000
Q3 2023

Nov 14, 2023

BUY
$64.45 - $69.39 $87,523 - $94,231
1,358 Added 20.44%
8,002 $515,000
Q2 2023

Aug 14, 2023

SELL
$63.33 - $67.21 $30,335 - $32,193
-479 Reduced 6.72%
6,644 $445,000
Q1 2023

May 15, 2023

SELL
$62.59 - $69.3 $9,576 - $10,602
-153 Reduced 2.1%
7,123 $467,000
Q4 2022

Feb 07, 2023

SELL
$59.13 - $69.24 $40,444 - $47,360
-684 Reduced 8.59%
7,276 $480,000
Q3 2022

Nov 14, 2022

BUY
$58.51 - $69.02 $20,654 - $24,364
353 Added 4.64%
7,960 $466,000
Q2 2022

Aug 15, 2022

BUY
$60.93 - $72.3 $61,722 - $73,239
1,013 Added 15.36%
7,607 $475,000
Q1 2022

May 13, 2022

BUY
$67.71 - $74.19 $77,527 - $84,947
1,145 Added 21.01%
6,594 $471,000
Q4 2021

Feb 10, 2022

SELL
$67.9 - $73.3 $32,931 - $35,550
-485 Reduced 8.17%
5,449 $399,000
Q2 2021

Aug 16, 2021

SELL
$65.81 - $69.75 $3,948 - $4,185
-60 Reduced 1.0%
5,934 $406,000
Q1 2021

May 14, 2021

SELL
$58.71 - $65.66 $587 - $656
-10 Reduced 0.17%
5,994 $391,000
Q3 2020

Nov 12, 2020

SELL
$49.44 - $54.86 $18,540 - $20,572
-375 Reduced 5.88%
6,004 $313,000
Q1 2020

May 08, 2020

BUY
$38.4 - $61.03 $1,920 - $3,051
50 Added 0.79%
6,379 $282,000
Q4 2019

Feb 05, 2020

BUY
$54.73 - $60.25 $3,010 - $3,313
55 Added 0.88%
6,329 $380,000
Q3 2019

Nov 08, 2019

BUY
$56.56 - $57.5 $44,229 - $44,965
782 Added 14.24%
6,274 $360,000
Q1 2019

May 10, 2019

SELL
N/A
-9 Reduced 0.16%
5,492 $301,000
Q4 2018

Feb 07, 2019

BUY
N/A
793 Added 16.84%
5,501 $271,000
Q3 2018

Nov 07, 2018

BUY
N/A
173 Added 3.81%
4,708 $264,000
Q2 2018

Aug 09, 2018

BUY
N/A
4,535 New
4,535 $241,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


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