Schrum Private Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 10,730 shares of SCHV stock, worth $298,294. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,730
Previous 5,361 100.15%
Holding current value
$298,294
Previous $397,000 117.13%
% of portfolio
0.45%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$73.43 - $80.37 $394,245 - $431,506
5,369 Added 100.15%
10,730 $862,000
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $137 - $151
2 Added 0.04%
5,361 $407,000
Q4 2023

Jan 25, 2024
BUY
$61.16 - $70.24 $244 - $280
4 Added 0.07%
5,359 $375,000
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $128 - $138
2 Added 0.04%
5,355 $345,000
Q2 2023

Jul 24, 2023
BUY
$63.33 - $67.21 $63 - $67
1 Added 0.02%
5,353 $359,000
Q1 2023

Apr 19, 2023
BUY
$62.59 - $69.3 $125 - $138
2 Added 0.04%
5,352 $350,000
Q4 2022

Jan 19, 2023
BUY
$59.13 - $69.24 $59 - $69
1 Added 0.02%
5,350 $0
Q3 2022

Oct 26, 2022
BUY
$58.51 - $69.02 $86,711 - $102,287
1,482 Added 38.32%
5,349 $313,000
Q2 2022

Jul 22, 2022
SELL
$60.93 - $72.3 $42,833 - $50,826
-703 Reduced 15.38%
3,867 $241,000
Q1 2022

May 05, 2022
BUY
$67.71 - $74.19 $20,854 - $22,850
308 Added 7.23%
4,570 $313,000
Q4 2021

Mar 11, 2022
BUY
$67.9 - $73.3 $289,389 - $312,404
4,262 New
4,262 $311,000

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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