Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History

Schneider Downs Wealth Management Advisors, LP

$429 Million
Q1 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 58,668 shares of SCHV stock, worth $4.34 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

58,668

Previous 96,483 39.19%

Holding current value

$4.34 Million

Previous $6.76 Million 34.1%

% of portfolio

1.04%

Previous 1.78%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$68.82 - $75.98 $2.6 Million - $2.87 Million	-37,815 Reduced 39.19%	58,668 $4.46 Million
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $3.3 Million - $3.79 Million	53,959 Added 126.89%	96,483 $6.76 Million
Q3 2023 Nov 06, 2023	SELL	$64.45 - $69.39 $511,861 - $551,095	-7,942 Reduced 15.74%	42,524 $2.74 Million
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $87,268 - $92,615	-1,378 Reduced 2.66%	50,466 $3.39 Million
Q1 2023 May 04, 2023	BUY	$62.59 - $69.3 $6,634 - $7,345	106 Added 0.2%	51,844 $3.4 Million

Q4 2022 Feb 01, 2023	BUY	$64.27 - $69.24 $626,054 - $674,466	9,741 Added 23.19%	51,738 $3.42 Million
Q3 2022 Oct 26, 2022	SELL	N/A	-2 Reduced -0.0%	41,997 $2.46 Million
Q2 2022 Jul 13, 2022	BUY	N/A	1,166 Added 2.86%	41,999 $2.62 Million
Q1 2022 May 02, 2022	BUY	N/A	1,835 Added 4.71%	40,833 $2.92 Million
Q4 2021 Jan 31, 2022	BUY	N/A	2,264 Added 6.16%	38,998 $2.86 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-195 Reduced 0.53%	36,734 $2.48 Million
Q2 2021 Jul 20, 2021	BUY	N/A	1,934 Added 5.53%	36,929 $2.53 Million
Q1 2021 Apr 26, 2021	BUY	N/A	13,691 Added 64.26%	34,995 $2.28 Million
Q4 2020 Jan 21, 2021	BUY	N/A	7,073 Added 49.7%	21,304 $1.27 Million
Q3 2020 Oct 14, 2020	BUY	N/A	4,723 Added 49.67%	14,231 $743,000
Q4 2019 Jan 23, 2020	BUY	N/A	5,017 Added 111.71%	9,508 $572,000
Q3 2019 Nov 05, 2019	SELL	N/A	-27 Reduced 0.6%	4,491 $255,000
Q1 2019 May 01, 2019	BUY	N/A	227 Added 5.29%	4,518 $247,000
Q4 2018 Jan 31, 2019	BUY	N/A	4,291 New	4,291 $212,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History