Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 15,120 shares of SCHV stock, worth $421,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,120
Previous 15,323 1.32%
Holding current value
$421,696
Previous $960,000 7.81%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$58.51 - $69.02 $11,877 - $14,011
-203 Reduced 1.32%
15,120 $885,000
Q2 2022

Aug 12, 2022
BUY
$60.93 - $72.3 $19,253 - $22,846
316 Added 2.11%
15,323 $960,000
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $1.02 Million - $1.11 Million
15,007 New
15,007 $1.07 Million
Q4 2021

Feb 16, 2022
SELL
$67.9 - $73.3 $1.02 Million - $1.1 Million
-14,960 Closed
0 $0
Q3 2021

Nov 17, 2021
BUY
$66.91 - $71.05 $1,204 - $1,278
18 Added 0.12%
14,960 $1.01 Million
Q2 2021

Aug 10, 2021
BUY
$65.81 - $69.75 $1,118 - $1,185
17 Added 0.11%
14,942 $1.02 Million
Q1 2021

May 07, 2021
SELL
$58.71 - $65.66 $10,509 - $11,753
-179 Reduced 1.19%
14,925 $974,000
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $145,678 - $170,612
2,866 Added 23.42%
15,104 $899,000
Q3 2020

Nov 30, 2020
SELL
$49.44 - $54.86 $108,323 - $120,198
-2,191 Reduced 15.18%
12,238 $639,000
Q2 2020

Aug 03, 2020
SELL
$42.21 - $55.29 $4.07 Million - $5.33 Million
-96,453 Reduced 86.99%
14,429 $723,000
Q1 2020

May 05, 2020
BUY
$38.4 - $61.03 $126,451 - $200,971
3,293 Added 3.06%
110,882 $4.86 Million
Q4 2019

Feb 10, 2020
SELL
$54.73 - $60.25 $1.37 Million - $1.51 Million
-24,988 Reduced 18.85%
107,589 $6.49 Million
Q3 2019

Nov 04, 2019
SELL
$56.56 - $57.5 $1.41 Million - $1.43 Million
-24,880 Reduced 15.8%
132,577 $7.48 Million
Q2 2019

Aug 13, 2019
BUY
N/A
47,177 Added 42.78%
157,457 $8.85 Million
Q1 2019

May 02, 2019
BUY
N/A
41,934 Added 61.36%
110,280 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-32,045 Reduced 31.92%
68,346 $3.37 Million
Q3 2018

Nov 07, 2018
BUY
N/A
2,659 Added 2.72%
100,391 $5.63 Million
Q2 2018

Sep 17, 2018
BUY
N/A
3,461 Added 3.67%
97,732 $5.19 Million
Q1 2018

May 08, 2018
BUY
N/A
5,334 Added 6.0%
94,271 $4.98 Million
Q4 2017

Mar 08, 2018
BUY
N/A
2,620 Added 3.04%
88,937 $4.86 Million
Q3 2017

Nov 07, 2017
SELL
N/A
-880 Reduced 1.01%
86,317 $4.47 Million
Q2 2017

Aug 16, 2017
BUY
N/A
87,197
87,197 $4.38 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
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
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