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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 $304,882. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,967
Previous 10,967 -0.0%
Holding current value
$304,882
Previous $812,000 8.5%
% of portfolio
0.08%
Previous 0.08%

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
831
Shares Held
112M
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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