Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spire Wealth Management holds 36,260 shares of SCHV stock, worth $983,008. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,260

Previous 11,907 204.53%

Holding current value

$983,008

Previous $956,000 1.15%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.79 - $80.4 $628,063 - $1.96 Million	24,353 Added 204.53%	36,260 $945,000
Q3 2024 Oct 15, 2024	SELL	$73.43 - $80.37 $25,627 - $28,049	-349 Reduced 2.85%	11,907 $956,000
Q2 2024 Jul 31, 2024	SELL	$71.74 - $75.86 $89,101 - $94,218	-1,242 Reduced 9.2%	12,256 $907,000
Q1 2024 Apr 24, 2024	BUY	$68.82 - $75.98 $20,783 - $22,945	302 Added 2.29%	13,498 $1.03 Million
Q4 2023 Feb 06, 2024	SELL	$61.16 - $70.24 $4,036 - $4,635	-66 Reduced 0.5%	13,196 $925,000
Q3 2023 Nov 08, 2023	SELL	$64.45 - $69.39 $16,305 - $17,555	-253 Reduced 1.87%	13,262 $854,000
Q2 2023 Aug 09, 2023	SELL	$63.33 - $67.21 $40,214 - $42,678	-635 Reduced 4.49%	13,515 $906,000
Q1 2023 May 09, 2023	BUY	$62.59 - $69.3 $516,117 - $571,447	8,246 Added 139.67%	14,150 $927,000
Q4 2022 Feb 03, 2023	BUY	$59.13 - $69.24 $231,257 - $270,797	3,911 Added 196.24%	5,904 $390,000
Q3 2022 Nov 07, 2022	SELL	$58.51 - $69.02 $623,072 - $734,993	-10,649 Reduced 84.24%	1,993 $117,000
Q2 2022 Jul 22, 2022	SELL	$60.93 - $72.3 $471,049 - $558,951	-7,731 Reduced 37.95%	12,642 $789,000
Q1 2022 Apr 18, 2022	BUY	$67.71 - $74.19 $332,185 - $363,976	4,906 Added 31.72%	20,373 $1.45 Million
Q4 2021 Jan 14, 2022	SELL	$67.9 - $73.3 $114,343 - $123,437	-1,684 Reduced 9.82%	15,467 $1.13 Million
Q3 2021 Oct 22, 2021	BUY	$66.91 - $71.05 $209,428 - $222,386	3,130 Added 22.32%	17,151 $1.16 Million
Q2 2021 Jul 26, 2021	SELL	$65.81 - $69.75 $78,445 - $83,142	-1,192 Reduced 7.84%	14,021 $959,000
Q1 2021 May 21, 2021	BUY	$58.71 - $65.66 $893,155 - $998,885	15,213 New	15,213 $620,000

Others Institutions Holding SCHV

# of Institutions

847

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History