Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Large C Transaction History

Rockbridge Investment Management, Lcc

  • $705 Billion
  • Q2 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 5,258 shares of SCHV stock, worth $421,796. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,258
Previous 5,238 0.38%
Holding current value
$421,796
Previous $398 Million 2.13%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2024
BUY
$71.74 - $75.86 $1,434 - $1,517
20 Added 0.38%
5,258 $390 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $162,746 - $186,908
-2,661 Reduced 33.69%
5,238 $367 Million
Q4 2022

May 28, 2024
BUY
$59.13 - $69.24 $532 - $623
9 Added 0.17%
5,224 $344,000
Q3 2022

May 28, 2024
SELL
$58.51 - $69.02 $1,053 - $1,242
-18 Reduced 0.34%
5,215 $0
Q2 2022

May 28, 2024
SELL
$60.93 - $72.3 $161,951 - $192,173
-2,658 Reduced 33.68%
5,233 $0
Q1 2022

May 28, 2024
BUY
$67.71 - $74.19 $179,634 - $196,826
2,653 Added 50.65%
7,891 $0
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $35,240 - $38,042
519 Added 7.03%
7,899 $578,000
Q4 2020

Mar 04, 2021
SELL
$50.83 - $59.53 $51,795 - $60,661
-1,019 Reduced 12.13%
7,380 $439,000
Q2 2020

Aug 20, 2020
BUY
$42.21 - $55.29 $354,521 - $464,380
8,399 New
8,399 $421,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
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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