A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 31,571 shares of SCHV stock, worth $2.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,571
Previous 31,654 0.26%
Holding current value
$2.34 Million
Previous $2.22 Million 8.12%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 16, 2024

SELL
$68.82 - $75.98 $5,712 - $6,306
-83 Reduced 0.26%
31,571 $2.4 Million
Q4 2023

Jan 24, 2024

BUY
$61.16 - $70.24 $518,147 - $595,073
8,472 Added 36.55%
31,654 $2.22 Million
Q3 2023

Oct 24, 2023

SELL
$64.45 - $69.39 $1,675 - $1,804
-26 Reduced 0.11%
23,182 $1.49 Million
Q2 2023

Jul 18, 2023

BUY
$63.33 - $67.21 $31,665 - $33,605
500 Added 2.2%
23,208 $1.56 Million
Q1 2023

Apr 27, 2023

SELL
$62.59 - $69.3 $31,295 - $34,650
-500 Reduced 2.15%
22,708 $1.49 Million
Q3 2022

Oct 24, 2022

BUY
N/A
15,313 Added 193.96%
23,208 $1.36 Million
Q2 2022

Jul 22, 2022

SELL
N/A
-508 Reduced 6.05%
7,895 $493,000
Q1 2022

Apr 26, 2022

SELL
N/A
-4,400 Reduced 34.37%
8,403 $600,000
Q4 2021

Jan 14, 2022

BUY
N/A
412 Added 3.32%
12,803 $937,000
Q3 2021

Oct 19, 2021

SELL
N/A
-16 Reduced 0.13%
12,391 $836,000
Q2 2021

Jul 19, 2021

BUY
N/A
99 Added 0.8%
12,407 $848,000
Q1 2021

Apr 27, 2021

BUY
N/A
272 Added 2.26%
12,308 $803,000
Q4 2020

Jan 29, 2021

BUY
N/A
3,984 Added 49.48%
12,036 $717,000
Q3 2020

Oct 29, 2020

SELL
N/A
-88 Reduced 1.08%
8,052 $420,000
Q2 2020

Jul 28, 2020

SELL
N/A
-33,675 Reduced 80.53%
8,140 $408,000
Q1 2020

May 04, 2020

BUY
N/A
31,861 Added 320.08%
41,815 $1.85 Million
Q4 2019

Jan 29, 2020

SELL
N/A
-97 Reduced 0.97%
9,954 $598,000
Q3 2019

Nov 12, 2019

BUY
N/A
9,450 Added 1572.38%
10,051 $570,000
Q3 2019

Nov 12, 2019

SELL
N/A
-5,254 Reduced 89.74%
601 $9.01 Million
Q2 2019

Aug 06, 2019

BUY
N/A
1,102 Added 23.19%
5,855 $329,000
Q1 2019

May 07, 2019

BUY
N/A
4,753 New
4,753 $260,000
Q4 2018

Feb 08, 2019

SELL
N/A
-118 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
N/A
118 New
118 $7,000
Q2 2018

Aug 13, 2018

SELL
N/A
-4,989 Closed
0 $0
Q1 2018

May 10, 2018

SELL
N/A
-639 Reduced 11.35%
4,989 $264,000
Q4 2017

Feb 09, 2018

SELL
N/A
-6,668 Reduced 54.23%
5,628 $308,000
Q3 2017

Nov 07, 2017

BUY
N/A
12,296
12,296 $637,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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