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 $241,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,261
Previous 3,502 6.88%
Holding current value
$241,183
Previous $245,000 0.82%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $64 - $69
1 Added 0.02%
4,042 $266,000
Q2 2022

Aug 12, 2022
SELL
N/A
-1,863 Reduced 31.55%
4,041 $252,000
Q1 2022

May 12, 2022
SELL
N/A
-9,795 Reduced 62.39%
5,904 $421,000
Q4 2021

Feb 11, 2022
BUY
N/A
47 Added 0.3%
15,699 $1.15 Million
Q3 2021

Nov 12, 2021
BUY
N/A
775 Added 5.21%
15,652 $1.06 Million
Q1 2021

May 17, 2021
SELL
N/A
-835 Reduced 5.31%
14,877 $971,000
Q4 2020

Feb 11, 2021
SELL
N/A
-853 Reduced 5.15%
15,712 $935,000
Q3 2020

Nov 13, 2020
BUY
N/A
140 Added 0.85%
16,565 $865,000
Q2 2020

Aug 13, 2020
BUY
N/A
664 Added 4.21%
16,425 $823,000
Q1 2020

May 14, 2020
BUY
N/A
3,094 Added 24.43%
15,761 $0
Q4 2019

Feb 14, 2020
BUY
N/A
12,667 New
12,667 $762,000

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

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