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

Srs Capital Advisors, Inc.

$901 Million
Q1 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 64 shares of SCHV stock, worth $4,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 363 82.37%

Holding current value

$4,736

Previous $25,000 84.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$64.27 - $69.24 $64 - $69	1 Added 1.64%	62 $4,000
Q2 2022 Aug 22, 2022	SELL	N/A	-7 Reduced 10.29%	61 $4,000

Q1 2022 May 12, 2022	BUY	N/A	7 Added 11.48%	68 $5,000
Q4 2021 Feb 08, 2022	SELL	N/A	-695 Reduced 91.93%	61 $4,000
Q2 2021 Aug 02, 2021	BUY	N/A	695 Added 1139.34%	756 $52,000
Q3 2019 Nov 01, 2019	BUY	N/A	61 New	61 $3,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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