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

Tradition Wealth Management, LLC

  • $957 Million
  • Q1 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 333,171 shares of SCHV stock, worth $24.7 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
333,171
Holding current value
$24.7 Million
% of portfolio
2.65%

Shares

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

May 13, 2024
BUY
$68.82 - $75.98 $22.9 Million - $25.3 Million
333,171 New
333,171 $25.3 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-276,922 Closed
0 $0
Q1 2022

May 11, 2022
BUY
N/A
9,734 Added 3.64%
276,922 $19.8 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,227 Added 0.84%
267,188 $19.6 Million
Q3 2021

Nov 12, 2021
BUY
N/A
4,213 Added 1.62%
264,961 $17.9 Million
Q2 2021

Aug 09, 2021
BUY
N/A
12,904 Added 5.21%
260,748 $17.8 Million
Q1 2021

May 14, 2021
BUY
N/A
10,673 Added 4.5%
247,844 $16.2 Million
Q4 2020

Feb 16, 2021
BUY
N/A
237,171 New
237,171 $14.1 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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