Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 194 shares of SCHV stock, worth $5,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares

194

Previous 64 203.13%

Holding current value

$5,290

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$25.79 - $80.4 $3,352 - $10,452	130 Added 203.13%	194 $5,000
Q1 2024 May 14, 2024	SELL	$68.82 - $75.98 $20,577 - $22,718	-299 Reduced 82.37%	64 $4,000
Q4 2023 Feb 06, 2024	BUY	$61.16 - $70.24 $18,348 - $21,072	300 Added 476.19%	363 $25,000
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $63 - $67	1 Added 1.61%	63 $4,000
Q4 2022 Feb 24, 2023	BUY	$59.13 - $69.24 $59 - $69	1 Added 1.64%	62 $4,000
Q2 2022 Aug 22, 2022	SELL	$60.93 - $72.3 $426 - $506	-7 Reduced 10.29%	61 $4,000
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $473 - $519	7 Added 11.48%	68 $5,000
Q4 2021 Feb 08, 2022	SELL	$67.9 - $73.3 $47,190 - $50,943	-695 Reduced 91.93%	61 $4,000
Q2 2021 Aug 02, 2021	BUY	$65.81 - $69.75 $45,737 - $48,476	695 Added 1139.34%	756 $52,000
Q3 2019 Nov 01, 2019	BUY	$56.56 - $57.5 $3,450 - $3,507	61 New	61 $3,000

Others Institutions Holding SCHV

# of Institutions

854

Shares Held

183M

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 Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History