Smith, Salley & Associates Schwab Strategic Tr Us Large C Transaction History

Smith, Salley & Associates

  • $1.25 Billion
  • Q1 2024

A detailed history of Smith, Salley & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smith, Salley & Associates holds 6,816 shares of SCHV stock, worth $504,384. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,816
Previous 7,781 12.4%
Holding current value
$504,384
Previous $545,000 5.14%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$68.82 - $75.98 $66,411 - $73,320
-965 Reduced 12.4%
6,816 $517,000
Q4 2023

Jan 24, 2024
SELL
$61.16 - $70.24 $59,508 - $68,343
-973 Reduced 11.11%
7,781 $545,000
Q3 2023

Oct 27, 2023
BUY
$64.45 - $69.39 $39,765 - $42,813
617 Added 7.58%
8,754 $564,000
Q1 2023

May 03, 2023
SELL
$62.59 - $69.3 $31,920 - $35,343
-510 Reduced 5.9%
8,137 $533,000
Q4 2020

Jan 28, 2021
BUY
N/A
8,647 New
8,647 $515,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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