Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 14,962 shares of SCHV stock, worth $392,004. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,962

Previous 5,525 170.81%

Holding current value

$392,004

Previous $444,000 12.16%

% of portfolio

0.01%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $243,380 - $758,734	9,437 Added 170.81%	14,962 $390,000
Q3 2024 Nov 08, 2024	SELL	$73.43 - $80.37 $31,207 - $34,157	-425 Reduced 7.14%	5,525 $444,000
Q2 2024 Aug 13, 2024	BUY	$71.74 - $75.86 $57,678 - $60,991	804 Added 15.62%	5,950 $440,000
Q1 2024 Apr 30, 2024	BUY	$68.82 - $75.98 $24,981 - $27,580	363 Added 7.59%	5,146 $390,000
Q4 2023 Jan 30, 2024	SELL	$61.16 - $70.24 $77,000 - $88,432	-1,259 Reduced 20.84%	4,783 $335,000
Q3 2023 Oct 17, 2023	SELL	$64.45 - $69.39 $9,087 - $9,783	-141 Reduced 2.28%	6,042 $389,000
Q2 2023 Jul 19, 2023	SELL	$63.33 - $67.21 $69,283 - $73,527	-1,094 Reduced 15.03%	6,183 $414,000
Q1 2023 May 10, 2023	SELL	$62.59 - $69.3 $1,376 - $1,524	-22 Reduced 0.3%	7,277 $477,000
Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $7,568 - $8,862	-128 Reduced 1.72%	7,299 $481,000
Q3 2022 Oct 26, 2022	SELL	$58.51 - $69.02 $32,531 - $38,375	-556 Reduced 6.96%	7,427 $434,000
Q2 2022 Aug 10, 2022	BUY	$60.93 - $72.3 $18,339 - $21,762	301 Added 3.92%	7,983 $498,000
Q1 2022 May 13, 2022	SELL	$67.71 - $74.19 $13,677 - $14,986	-202 Reduced 2.56%	7,682 $548,000
Q4 2021 Feb 14, 2022	SELL	$67.9 - $73.3 $49,431 - $53,362	-728 Reduced 8.45%	7,884 $577,000
Q3 2021 Nov 02, 2021	SELL	$66.91 - $71.05 $13,515 - $14,352	-202 Reduced 2.29%	8,612 $581,000
Q2 2021 Jul 27, 2021	SELL	$65.81 - $69.75 $1,908 - $2,022	-29 Reduced 0.33%	8,814 $602,000
Q1 2021 May 11, 2021	SELL	$58.71 - $65.66 $27,241 - $30,466	-464 Reduced 4.99%	8,843 $577,000
Q4 2020 Feb 09, 2021	SELL	$50.83 - $59.53 $38,173 - $44,707	-751 Reduced 7.47%	9,307 $554,000
Q3 2020 Oct 20, 2020	BUY	$49.44 - $54.86 $543 - $603	11 Added 0.11%	10,058 $524,000
Q2 2020 Jul 02, 2020	BUY	$42.21 - $55.29 $1,603 - $2,101	38 Added 0.38%	10,047 $0
Q1 2020 Apr 01, 2020	BUY	$38.4 - $61.03 $104,409 - $165,940	2,719 Added 37.3%	10,009 $0
Q4 2019 Feb 11, 2020	BUY	$54.73 - $60.25 $54 - $60	1 Added 0.01%	7,290 $0
Q3 2019 Oct 09, 2019	BUY	$56.56 - $57.5 $80,598 - $81,937	1,425 Added 24.3%	7,289 $0
Q2 2019 Aug 14, 2019	BUY	N/A	382 Added 6.97%	5,864 $329,000
Q1 2019 May 08, 2019	SELL	N/A	-355 Reduced 6.08%	5,482 $300,000
Q4 2018 Feb 13, 2019	BUY	N/A	619 Added 11.86%	5,837 $287,000
Q3 2018 Nov 14, 2018	BUY	N/A	936 Added 21.86%	5,218 $293,000
Q2 2018 Aug 16, 2018	SELL	N/A	-265 Reduced 5.83%	4,282 $227,000
Q1 2018 May 15, 2018	BUY	N/A	434 Added 10.55%	4,547 $240,000
Q4 2017 Feb 08, 2018	BUY	N/A	628 Added 18.02%	4,113 $225,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,485	3,485 $181,000

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History