Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 14,979 shares of SCHV stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,979
Previous 12,884 16.26%
Holding current value
$1.11 Million
Previous $903,000 26.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$68.82 - $75.98 $144,177 - $159,178
2,095 Added 16.26%
14,979 $1.14 Million
Q4 2023

Feb 12, 2024
SELL
$61.16 - $70.24 $5,198 - $5,970
-85 Reduced 0.66%
12,884 $903,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $125,677 - $135,310
-1,950 Reduced 13.07%
12,969 $835,000
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $351,988 - $373,553
-5,558 Reduced 27.14%
14,919 $1 Million
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $1.56 Million - $1.72 Million
-24,884 Reduced 54.86%
20,477 $1.34 Million
Q4 2022

Feb 15, 2023
BUY
$64.27 - $69.24 $812,951 - $875,816
12,649 Added 38.67%
45,361 $2.99 Million
Q3 2022

Nov 10, 2022
BUY
N/A
25,972 Added 385.34%
32,712 $1.91 Million
Q2 2022

Aug 04, 2022
BUY
N/A
454 Added 7.22%
6,740 $421,000
Q4 2021

Feb 08, 2022
SELL
N/A
-8 Reduced 0.13%
6,286 $460,000
Q3 2021

Nov 12, 2021
SELL
N/A
-225 Reduced 3.45%
6,294 $425,000
Q2 2021

Aug 13, 2021
SELL
N/A
-1,069 Reduced 14.09%
6,519 $446,000
Q1 2021

May 14, 2021
BUY
N/A
842 Added 12.48%
7,588 $0
Q4 2020

Feb 11, 2021
BUY
N/A
4,393 Added 186.7%
6,746 $402,000
Q2 2020

Aug 06, 2020
SELL
N/A
-701 Reduced 22.95%
2,353 $118,000
Q1 2020

Apr 29, 2020
SELL
N/A
-10 Reduced 0.33%
3,054 $135,000
Q4 2019

Jan 17, 2020
BUY
N/A
2,547 Added 492.65%
3,064 $184,000
Q2 2019

Jul 25, 2019
BUY
N/A
517 New
517 $29,000
Q4 2018

Jan 15, 2019
SELL
N/A
-261 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
250 Added 2272.73%
261 $15,000
Q2 2018

Jul 20, 2018
BUY
N/A
11 New
11 $1,000

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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email