Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 15,000 shares of SCHV stock, worth $409,500. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,000
Previous 5,000 200.0%
Holding current value
$409,500
Previous $401,000 2.49%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$25.79 - $80.4 $257,900 - $804,000
10,000 Added 200.0%
15,000 $391,000
Q4 2023

Jan 26, 2024
SELL
$61.16 - $70.24 $57,857 - $66,447
-946 Reduced 15.91%
5,000 $350,000
Q3 2023

Nov 08, 2023
BUY
$64.45 - $69.39 $58,585 - $63,075
909 Added 18.05%
5,946 $383,000
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $2,343 - $2,486
37 Added 0.74%
5,037 $337,000
Q2 2022

Aug 11, 2022
SELL
$60.93 - $72.3 $22,726 - $26,967
-373 Reduced 6.94%
5,000 $312,000
Q1 2022

May 06, 2022
BUY
$67.71 - $74.19 $363,805 - $398,622
5,373 New
5,373 $384,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
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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