Opes Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Opes Wealth Management LLC

  • $429 Million
  • Q1 2024

A detailed history of Opes Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Opes Wealth Management LLC holds 103,344 shares of SCHV stock, worth $7.65 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
103,344
Previous 102,082 1.24%
Holding current value
$7.65 Million
Previous $7.16 Million 9.74%
% of portfolio
1.83%
Previous 1.73%

Shares

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

May 02, 2024
BUY
$68.82 - $75.98 $86,850 - $95,886
1,262 Added 1.24%
103,344 $7.85 Million
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $14,066 - $16,155
-230 Reduced 0.22%
102,082 $7.16 Million
Q3 2023

Nov 02, 2023
BUY
$64.45 - $69.39 $43,310 - $46,630
672 Added 0.66%
102,312 $6.6 Million
Q2 2023

Aug 02, 2023
BUY
$63.33 - $67.21 $102,847 - $109,149
1,624 Added 1.62%
101,640 $6.82 Million
Q1 2023

May 01, 2023
BUY
$62.59 - $69.3 $19,778 - $21,898
316 Added 0.32%
100,016 $6.56 Million
Q4 2022

Jan 30, 2023
BUY
$64.27 - $69.24 $51,480 - $55,461
801 Added 0.81%
99,700 $6.58 Million
Q3 2022

Oct 31, 2022
BUY
N/A
2,473 Added 2.56%
98,899 $5.79 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-4,511 Reduced 4.47%
96,426 $6.02 Million
Q1 2022

May 05, 2022
SELL
N/A
-1,866 Reduced 1.82%
100,937 $7.21 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-25,767 Reduced 20.04%
102,803 $7.53 Million
Q3 2021

Oct 29, 2021
BUY
N/A
2,016 Added 1.59%
128,570 $8.68 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-6,861 Reduced 5.14%
126,554 $8.65 Million
Q1 2021

May 10, 2021
SELL
N/A
-10,861 Reduced 7.53%
133,415 $8.71 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-209 Reduced 0.14%
144,276 $8.59 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-3,531 Reduced 2.39%
144,485 $7.54 Million
Q2 2020

Aug 11, 2020
BUY
N/A
1,945 Added 1.33%
148,016 $7.42 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-3,390 Reduced 2.27%
146,071 $6.47 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-5,330 Reduced 3.44%
149,461 $8.99 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-1,521 Reduced 0.97%
154,791 $8.78 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-500 Reduced 0.32%
156,312 $8.78 Million
Q1 2019

Apr 30, 2019
BUY
N/A
156,812 New
156,812 $8.58 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
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More about SCHV
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