Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History

Schaeffer Financial LLC

  • $100 Million
  • Q4 2024

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schaeffer Financial LLC holds 109,327 shares of SCHV stock, worth $2.9 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
109,327
Previous 36,900 196.28%
Holding current value
$2.9 Million
Previous $2.97 Million 3.88%
% of portfolio
2.84%
Previous 3.01%

Shares

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

Feb 03, 2025
BUY
$25.79 - $80.4 $1.87 Million - $5.82 Million
72,427 Added 196.28%
109,327 $2.85 Million
Q3 2024

Oct 30, 2024
BUY
$73.43 - $80.37 $41,341 - $45,248
563 Added 1.55%
36,900 $2.97 Million
Q2 2024

Jul 26, 2024
SELL
$71.74 - $75.86 $28,480 - $30,116
-397 Reduced 1.08%
36,337 $2.69 Million
Q1 2024

May 01, 2024
SELL
$68.82 - $75.98 $13,144 - $14,512
-191 Reduced 0.52%
36,734 $2.79 Million
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $2.26 Million - $2.59 Million
36,925 New
36,925 $2.59 Million

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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