Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Large C Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $269 Million
  • Q1 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 505,542 shares of SCHV stock, worth $37.4 Million. This represents 14.3% of its overall portfolio holdings.

Number of Shares
505,542
Previous 480,683 5.17%
Holding current value
$37.4 Million
Previous $33.7 Million 14.0%
% of portfolio
14.3%
Previous 14.24%

Shares

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

May 09, 2024
BUY
$68.82 - $75.98 $1.71 Million - $1.89 Million
24,859 Added 5.17%
505,542 $38.4 Million
Q4 2023

Feb 01, 2024
BUY
$61.16 - $70.24 $1.73 Million - $1.98 Million
28,227 Added 6.24%
480,683 $33.7 Million
Q3 2023

Oct 25, 2023
BUY
$64.45 - $69.39 $1.49 Million - $1.61 Million
23,166 Added 5.4%
452,456 $29.2 Million
Q2 2023

Jul 26, 2023
SELL
$63.33 - $67.21 $464,842 - $493,321
-7,340 Reduced 1.68%
429,290 $28.8 Million
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $2.08 Million - $2.3 Million
33,168 Added 8.22%
436,630 $28.6 Million
Q4 2022

Feb 09, 2023
BUY
$64.27 - $69.24 $9.54 Million - $10.3 Million
148,412 Added 58.19%
403,462 $26.6 Million
Q3 2022

Nov 10, 2022
BUY
N/A
4,603 Added 1.84%
255,050 $14.9 Million
Q2 2022

Aug 02, 2022
BUY
N/A
5,890 Added 2.41%
250,447 $15.6 Million
Q1 2022

May 12, 2022
SELL
N/A
-14,326 Reduced 5.53%
244,557 $17.5 Million
Q4 2021

Feb 03, 2022
BUY
N/A
20,313 Added 8.51%
258,883 $19 Million
Q3 2021

Nov 12, 2021
BUY
N/A
18,763 Added 8.54%
238,570 $16.1 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-1,726 Reduced 0.78%
219,807 $15 Million
Q1 2021

May 10, 2021
BUY
N/A
20,355 Added 10.12%
221,533 $14.5 Million
Q4 2020

Feb 09, 2021
BUY
N/A
3,122 Added 1.58%
201,178 $12 Million
Q3 2020

Nov 10, 2020
BUY
N/A
3,732 Added 1.92%
198,056 $10.3 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-1,735 Reduced 0.88%
194,324 $9.74 Million
Q1 2020

May 11, 2020
SELL
N/A
-37,600 Reduced 16.09%
196,059 $8.68 Million
Q4 2019

Feb 10, 2020
BUY
N/A
5,373 Added 2.35%
233,659 $14 Million
Q3 2019

Nov 12, 2019
BUY
N/A
4,624 Added 2.07%
228,286 $13 Million
Q2 2019

Aug 06, 2019
BUY
N/A
1,503 Added 0.68%
223,662 $12.6 Million
Q1 2019

May 08, 2019
SELL
N/A
-8,054 Reduced 3.5%
222,159 $12.2 Million
Q4 2018

Feb 08, 2019
BUY
N/A
230,213 New
230,213 $11.3 Million

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

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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