Tradewinds Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Tradewinds Capital Management, LLC

  • $372 Million
  • Q3 2024

A detailed history of Tradewinds Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 220 shares of SCHV stock, worth $5,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Previous 220 -0.0%
Holding current value
$5,739
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 10, 2023
SELL
$62.59 - $69.3 $2,691 - $2,979
-43 Reduced 16.35%
220 $14,000
Q2 2022

Jul 21, 2022
SELL
$60.93 - $72.3 $31,744 - $37,668
-521 Reduced 66.45%
263 $16,000
Q1 2022

Apr 25, 2022
BUY
$67.71 - $74.19 $2,911 - $3,190
43 Added 5.8%
784 $56,000
Q1 2020

May 11, 2020
SELL
$38.4 - $61.03 $50,112 - $79,644
-1,305 Reduced 63.78%
741 $33,000
Q4 2019

Feb 04, 2020
BUY
$54.73 - $60.25 $1,258 - $1,385
23 Added 1.14%
2,046 $123,000
Q3 2019

Oct 17, 2019
BUY
$56.56 - $57.5 $509 - $517
9 Added 0.45%
2,023 $115,000
Q1 2019

Apr 23, 2019
SELL
N/A
-46 Reduced 2.23%
2,014 $110,000
Q4 2018

Jan 31, 2019
BUY
N/A
19 Added 0.93%
2,060 $102,000
Q3 2018

Oct 31, 2018
BUY
N/A
9 Added 0.44%
2,041 $114,000
Q1 2018

May 02, 2018
BUY
N/A
8 Added 0.4%
2,032 $107,000
Q4 2017

Feb 01, 2018
SELL
N/A
-243 Reduced 10.72%
2,024 $111,000
Q3 2017

Nov 03, 2017
BUY
N/A
2,267
2,267 $117,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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