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 $2.94 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
109,327
Previous 36,900 196.28%
Holding current value
$2.94 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
322M
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
Track This Portfolio

Track Schaeffer Financial LLC Portfolio

Follow Schaeffer Financial 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 Schaeffer Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schaeffer Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email