Transparent Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Transparent Wealth Partners LLC

  • $136 Million
  • Q1 2023

A detailed history of Transparent Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 60,042 shares of SCHV stock, worth $4.44 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
60,042
Previous 61,783 2.82%
Holding current value
$4.44 Million
Previous $4.08 Million 3.46%
% of portfolio
2.9%
Previous 3.21%

Shares

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

Apr 13, 2023
SELL
$62.59 - $69.3 $108,969 - $120,651
-1,741 Reduced 2.82%
60,042 $3.94 Million
Q4 2022

Jan 25, 2023
BUY
$64.27 - $69.24 $441,534 - $475,678
6,870 Added 12.51%
61,783 $0
Q3 2022

Nov 10, 2022
BUY
N/A
2,206 Added 4.19%
54,913 $3.21 Million
Q2 2022

Aug 15, 2022
BUY
N/A
52,707 New
52,707 $3.29 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-52,269 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
N/A
52,269 New
52,269 $3.83 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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