Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 4,991 shares of SCHV stock, worth $130,913. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,991
Previous 4,936 1.11%
Holding current value
$130,913
Previous $366 Million 9.7%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 07, 2024
BUY
$73.43 - $80.37 $4,038 - $4,420
55 Added 1.11%
4,991 $401 Million
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $375,845 - $397,430
-5,239 Reduced 51.49%
4,936 $366 Million
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $6,881 - $7,598
-100 Reduced 0.97%
10,175 $773 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $628,419 - $721,716
10,275 New
10,275 $720 Million

Others Institutions Holding SCHV

# of Institutions
836
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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