Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Thrive Wealth Management, LLC

  • $481 Million
  • Q1 2024

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 84,309 shares of SCHV stock, worth $6.24 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
84,309
Previous 87,030 3.13%
Holding current value
$6.24 Million
Previous $6.1 Million 5.0%
% of portfolio
1.33%
Previous 1.36%

Shares

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

Apr 15, 2024
SELL
$68.82 - $75.98 $187,259 - $206,741
-2,721 Reduced 3.13%
84,309 $6.41 Million
Q4 2023

Jan 09, 2024
BUY
$61.16 - $70.24 $2.02 Million - $2.32 Million
33,077 Added 61.31%
87,030 $6.1 Million
Q3 2023

Oct 13, 2023
SELL
$64.45 - $69.39 $124,259 - $133,783
-1,928 Reduced 3.45%
53,953 $3.48 Million
Q2 2023

Jul 11, 2023
SELL
$63.33 - $67.21 $740,011 - $785,348
-11,685 Reduced 17.29%
55,881 $3.75 Million
Q1 2023

Apr 07, 2023
BUY
$62.59 - $69.3 $8,950 - $9,909
143 Added 0.21%
67,566 $4.43 Million
Q4 2022

Jan 25, 2023
SELL
$64.27 - $69.24 $492,179 - $530,239
-7,658 Reduced 10.2%
67,423 $0
Q3 2022

Oct 24, 2022
BUY
N/A
23,972 Added 46.9%
75,081 $4.39 Million
Q2 2022

Jul 11, 2022
BUY
N/A
13,652 Added 36.45%
51,109 $3.19 Million
Q1 2022

May 02, 2022
BUY
N/A
5,408 Added 16.87%
37,457 $2.67 Million
Q4 2021

Feb 14, 2022
BUY
N/A
32,049 New
32,049 $2.35 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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