Slate Stone Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $183,521 - $217,767
-3,012 Closed
0 $0
Q1 2022

May 04, 2022
SELL
$67.71 - $74.19 $37,917 - $41,546
-560 Reduced 15.68%
3,012 $215,000
Q4 2021

Feb 02, 2022
SELL
$67.9 - $73.3 $334,814 - $361,442
-4,931 Reduced 57.99%
3,572 $262,000
Q3 2021

Oct 28, 2021
BUY
$66.91 - $71.05 $133 - $142
2 Added 0.02%
8,503 $574,000
Q2 2021

Aug 02, 2021
BUY
$65.81 - $69.75 $65 - $69
1 Added 0.01%
8,501 $581,000
Q1 2021

Apr 19, 2021
BUY
$58.71 - $65.66 $58 - $65
1 Added 0.01%
8,500 $555,000
Q4 2020

Jan 25, 2021
SELL
$50.83 - $59.53 $19,315 - $22,621
-380 Reduced 4.28%
8,499 $506,000
Q3 2020

Oct 27, 2020
SELL
$49.44 - $54.86 $12,013 - $13,330
-243 Reduced 2.66%
8,879 $463,000
Q2 2020

Jul 29, 2020
SELL
$42.21 - $55.29 $110,885 - $145,246
-2,627 Reduced 22.36%
9,122 $457,000
Q1 2020

Apr 28, 2020
SELL
$38.4 - $61.03 $45,811 - $72,808
-1,193 Reduced 9.22%
11,749 $520,000
Q4 2019

Feb 06, 2020
BUY
$54.73 - $60.25 $708,315 - $779,755
12,942 New
12,942 $778,000

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
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, 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 Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email