Rocky Mountain Advisers, LLC Schwab Strategic Tr Us Large C Transaction History

Rocky Mountain Advisers, LLC

$122 Million
Q3 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 1,380 shares of SCHV stock, worth $37,577. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,380

Previous 1,380 -0.0%

Holding current value

$37,577

Previous $102,000 7.84%

% of portfolio

0.09%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	$49.44 - $54.86 $33,322 - $36,975	-674 Reduced 32.81%	1,380 $72,000
Q2 2020 Jul 27, 2020	BUY	$42.21 - $55.29 $168 - $221	4 Added 0.2%	2,054 $103,000
Q1 2020 Apr 29, 2020	BUY	$38.4 - $61.03 $268 - $427	7 Added 0.34%	2,050 $91,000
Q4 2019 Jan 31, 2020	BUY	$54.73 - $60.25 $602 - $662	11 Added 0.54%	2,043 $123,000
Q3 2019 Oct 25, 2019	BUY	$56.56 - $57.5 $282 - $287	5 Added 0.25%	2,032 $115,000
Q1 2019 Apr 25, 2019	BUY	N/A	4 Added 0.2%	2,027 $111,000
Q4 2018 Jan 22, 2019	BUY	N/A	10 Added 0.5%	2,023 $100,000
Q3 2018 Oct 23, 2018	BUY	N/A	4 Added 0.2%	2,013 $113,000
Q1 2018 May 16, 2018	BUY	N/A	4 Added 0.2%	2,009 $106,000
Q4 2017 Feb 14, 2018	SELL	N/A	-7 Reduced 0.35%	2,005 $110,000
Q3 2017 Nov 14, 2017	BUY	N/A	632 Added 45.8%	2,012 $104,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,380	1,380 $69,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Rocky Mountain Advisers, LLC Schwab Strategic Tr Us Large C Transaction History