Strategic Wealth Partners Group LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 3,261 shares of SCHV stock, worth $90,655. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,261

Previous 3,502 6.88%

Holding current value

$90,655

Previous $245,000 0.82%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$68.82 - $75.98 $16,585 - $18,311	-241 Reduced 6.88%	3,261 $247,000
Q4 2023 Feb 13, 2024	SELL	$61.16 - $70.24 $46,665 - $53,593	-763 Reduced 17.89%	3,502 $245,000
Q3 2023 Nov 14, 2023	SELL	$64.45 - $69.39 $3,867 - $4,163	-60 Reduced 1.39%	4,265 $274,000
Q2 2023 Aug 10, 2023	BUY	$63.33 - $67.21 $63 - $67	1 Added 0.02%	4,325 $290,000
Q1 2023 May 11, 2023	BUY	$62.59 - $69.3 $17,650 - $19,542	282 Added 6.98%	4,324 $280,000
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $59 - $69	1 Added 0.02%	4,042 $266,000
Q2 2022 Aug 12, 2022	SELL	$60.93 - $72.3 $113,512 - $134,694	-1,863 Reduced 31.55%	4,041 $252,000
Q1 2022 May 12, 2022	SELL	$67.71 - $74.19 $663,219 - $726,691	-9,795 Reduced 62.39%	5,904 $421,000
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $3,191 - $3,445	47 Added 0.3%	15,699 $1.15 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $51,855 - $55,063	775 Added 5.21%	15,652 $1.06 Million
Q1 2021 May 17, 2021	SELL	$58.71 - $65.66 $49,022 - $54,826	-835 Reduced 5.31%	14,877 $971,000
Q4 2020 Feb 11, 2021	SELL	$50.83 - $59.53 $43,357 - $50,779	-853 Reduced 5.15%	15,712 $935,000
Q3 2020 Nov 13, 2020	BUY	$49.44 - $54.86 $6,921 - $7,680	140 Added 0.85%	16,565 $865,000
Q2 2020 Aug 13, 2020	BUY	$42.21 - $55.29 $28,027 - $36,712	664 Added 4.21%	16,425 $823,000
Q1 2020 May 14, 2020	BUY	$38.4 - $61.03 $118,809 - $188,826	3,094 Added 24.43%	15,761 $0
Q4 2019 Feb 14, 2020	BUY	$54.73 - $60.25 $693,264 - $763,186	12,667 New	12,667 $762,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Strategic Wealth Partners Group LLC Schwab Strategic Tr Us Large C Transaction History