Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History

Strategic Investment Solutions, Inc. /Il

$299 Billion
Q4 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 7,169 shares of SCHV stock, worth $184,888. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,169

Previous 2,521 184.37%

Holding current value

$184,888

Previous $203 Million 7.75%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $119,871 - $373,699	4,648 Added 184.37%	7,169 $187 Million
Q3 2024 Oct 23, 2024	SELL	$73.43 - $80.37 $77,835 - $85,192	-1,060 Reduced 29.6%	2,521 $203 Million
Q2 2024 Aug 29, 2024	BUY	$71.74 - $75.86 $59,615 - $63,039	831 Added 30.22%	3,581 $236 Million
Q4 2023 Feb 13, 2024	SELL	$61.16 - $70.24 $10.9 Million - $12.5 Million	-177,558 Reduced 98.47%	2,750 $193 Million
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $11.4 Million - $12.3 Million	177,483 Added 6282.58%	180,308 $12.1 Billion
Q2 2023 Aug 15, 2023	BUY	$63.33 - $67.21 $316 - $336	5 Added 0.18%	2,825 $180 Million
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $176,503 - $195,426	2,820 New	2,820 $185 Million

Others Institutions Holding SCHV

# of Institutions

908

Shares Held

331M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History