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

Rocky Mountain Advisers, LLC

  • $121 Million
  • Q4 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 4,140 shares of SCHV stock, worth $112,235. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,140
Previous 1,380 200.0%
Holding current value
$112,235
Previous $110,000 2.73%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 29, 2025
BUY
$25.79 - $80.4 $71,180 - $221,904
2,760 Added 200.0%
4,140 $107,000
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
847
Shares Held
173M
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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