Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

  • $1.04 Billion
  • Q2 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,967 shares of SCHV stock, worth $879,772. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,967
Previous 12,317 10.96%
Holding current value
$879,772
Previous $935,000 13.16%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Jul 12, 2024
SELL
$71.74 - $75.86 $96,849 - $102,411
-1,350 Reduced 10.96%
10,967 $812,000
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $8,562 - $9,833
-140 Reduced 1.12%
12,317 $863,000
Q1 2023

May 05, 2023
BUY
$62.59 - $69.3 $15,397 - $17,047
246 Added 2.01%
12,457 $816,000
Q4 2021

Feb 07, 2022
BUY
$67.9 - $73.3 $829,126 - $895,066
12,211 New
12,211 $894,000

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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email