Paces Ferry Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Paces Ferry Wealth Advisors, LLC

  • $196 Million
  • Q4 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 218,865 shares of SCHV stock, worth $6.03 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
218,865
Previous 72,954 200.0%
Holding current value
$6.03 Million
Previous $5.86 Million 2.69%
% of portfolio
2.91%
Previous 3.38%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $3.76 Million - $11.7 Million
145,911 Added 200.0%
218,865 $5.71 Million
Q3 2024

Nov 08, 2024
SELL
$73.43 - $80.37 $19,826 - $21,699
-270 Reduced 0.37%
72,954 $5.86 Million
Q2 2024

Aug 12, 2024
SELL
$71.74 - $75.86 $112,631 - $119,100
-1,570 Reduced 2.1%
73,224 $5.42 Million
Q1 2024

May 01, 2024
SELL
$68.82 - $75.98 $769,889 - $849,988
-11,187 Reduced 13.01%
74,794 $5.68 Million
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $41,894 - $48,114
-685 Reduced 0.79%
85,981 $6.03 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $9,860 - $10,616
153 Added 0.18%
86,666 $5.59 Million
Q2 2023

Jul 28, 2023
SELL
$63.33 - $67.21 $181,820 - $192,959
-2,871 Reduced 3.21%
86,513 $5.8 Million
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $2.78 Million - $3.08 Million
-44,440 Reduced 33.21%
89,384 $5.86 Million
Q4 2022

Jan 23, 2023
BUY
$59.13 - $69.24 $568,357 - $665,534
9,612 Added 7.74%
133,824 $0
Q3 2022

Oct 13, 2022
BUY
$58.51 - $69.02 $31,478 - $37,132
538 Added 0.44%
124,212 $7.27 Million
Q2 2022

Jul 28, 2022
BUY
$60.93 - $72.3 $74,517 - $88,422
1,223 Added 1.0%
123,674 $7.72 Million
Q1 2022

Apr 20, 2022
BUY
$67.71 - $74.19 $484,397 - $530,755
7,154 Added 6.2%
122,451 $8.74 Million
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $770,936 - $832,248
11,354 Added 10.92%
115,297 $8.44 Million
Q3 2021

Oct 29, 2021
BUY
$66.91 - $71.05 $232,311 - $246,685
3,472 Added 3.46%
103,943 $7.01 Million
Q2 2021

Jul 21, 2021
BUY
$65.81 - $69.75 $148,862 - $157,774
2,262 Added 2.3%
100,471 $6.87 Million
Q1 2021

May 19, 2021
BUY
$58.71 - $65.66 $837,087 - $936,180
14,258 Added 16.98%
98,209 $6.41 Million
Q4 2020

Mar 05, 2021
BUY
$50.83 - $59.53 $307,318 - $359,918
6,046 Added 7.76%
83,951 $5 Million
Q3 2020

Nov 19, 2020
BUY
$49.44 - $54.86 $3.85 Million - $4.27 Million
77,905 New
77,905 $4.07 Million

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
Call Options Held
0
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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