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

Rocky Mountain Advisers, LLC

$119 Million
Q1 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 $102,064. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,380

Previous 1,380 -0.0%

Holding current value

$102,064

Previous $96,000 8.33%

% of portfolio

0.09%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	N/A	-674 Reduced 32.81%	1,380 $72,000
Q2 2020 Jul 27, 2020	BUY	N/A	4 Added 0.2%	2,054 $103,000
Q1 2020 Apr 29, 2020	BUY	N/A	7 Added 0.34%	2,050 $91,000
Q4 2019 Jan 31, 2020	BUY	N/A	11 Added 0.54%	2,043 $123,000
Q3 2019 Oct 25, 2019	BUY	N/A	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

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.

Account

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