A detailed history of Prism Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prism Advisors, Inc. holds 6,542 shares of SCHV stock, worth $483,846. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,542
Previous 9,011 27.4%
Holding current value
$483,846
Previous $631,000 21.24%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Apr 05, 2024

SELL
$68.82 - $75.98 $169,916 - $187,594
-2,469 Reduced 27.4%
6,542 $497,000
Q4 2023

Feb 01, 2024

SELL
$61.16 - $70.24 $11,375 - $13,064
-186 Reduced 2.02%
9,011 $631,000
Q3 2023

Nov 09, 2023

SELL
$64.45 - $69.39 $16.1 Million - $17.3 Million
-249,968 Reduced 96.45%
9,197 $592,000
Q2 2023

Aug 10, 2023

BUY
$63.33 - $67.21 $773,132 - $820,499
12,208 Added 4.94%
259,165 $17.4 Million
Q1 2023

May 15, 2023

BUY
$62.59 - $69.3 $329,661 - $365,003
5,267 Added 2.18%
246,957 $16.2 Million
Q4 2022

Jan 30, 2023

BUY
$64.27 - $69.24 $340,631 - $366,972
5,300 Added 2.24%
241,690 $16 Million
Q3 2022

Oct 12, 2022

BUY
N/A
1,219 Added 0.52%
236,390 $13.8 Million
Q2 2022

Jul 11, 2022

SELL
N/A
-2,989 Reduced 1.26%
235,171 $14.7 Million
Q1 2022

Apr 25, 2022

BUY
N/A
7,273 Added 3.15%
238,160 $17 Million
Q4 2021

Feb 11, 2022

BUY
N/A
4,638 Added 2.05%
230,887 $16.9 Million
Q3 2021

Oct 26, 2021

SELL
N/A
-5,707 Reduced 2.46%
226,249 $15.3 Million
Q2 2021

Jul 14, 2021

SELL
N/A
-12,212 Reduced 5.0%
231,956 $15.9 Million
Q1 2021

Apr 15, 2021

BUY
N/A
9,398 Added 4.0%
244,168 $15.9 Million
Q4 2020

Feb 11, 2021

BUY
N/A
5,839 Added 2.55%
234,770 $14 Million
Q3 2020

Oct 16, 2020

BUY
N/A
100,200 Added 77.84%
228,931 $11.9 Million
Q2 2020

Jul 20, 2020

BUY
N/A
37,490 Added 41.09%
128,731 $6.45 Million
Q1 2020

Apr 14, 2020

BUY
N/A
36,012 Added 65.2%
91,241 $4.04 Million
Q4 2019

Jan 23, 2020

SELL
N/A
-856 Reduced 1.53%
55,229 $3.32 Million
Q3 2019

Oct 30, 2019

SELL
N/A
-22,622 Reduced 28.74%
56,085 $3.18 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-589 Reduced 0.74%
78,707 $4.42 Million
Q1 2019

May 06, 2019

SELL
N/A
-9,663 Reduced 10.86%
79,296 $4.34 Million
Q4 2018

Jan 22, 2019

SELL
N/A
-6,962 Reduced 7.26%
88,959 $4.39 Million
Q3 2018

Oct 26, 2018

BUY
N/A
18,677 Added 24.18%
95,921 $5.14 Million
Q2 2018

Jul 13, 2018

BUY
N/A
19,124 Added 32.9%
77,244 $4.16 Million
Q1 2018

Jun 05, 2018

BUY
N/A
1,085 Added 1.9%
58,120 $3.13 Million
Q1 2018

May 09, 2018

BUY
N/A
57,035 New
57,035 $3.01 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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