Tria Gen Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 3,774 shares of SCHV stock, worth $282,597. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,774
Previous 3,789 0.4%
Holding current value
$282,597
Previous $265,000 7.92%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Apr 23, 2024
SELL
$68.82 - $75.98 $1,032 - $1,139
-15 Reduced 0.4%
3,774 $286,000
Q4 2023

Jan 22, 2024
BUY
$61.16 - $70.24 $917 - $1,053
15 Added 0.4%
3,789 $265,000
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $15,459 - $17,117
-247 Reduced 6.14%
3,774 $247,000
Q1 2022

Apr 29, 2022
BUY
N/A
80 Added 2.03%
4,021 $287,000
Q4 2020

Feb 02, 2021
BUY
N/A
3,941 New
3,941 $235,000

Others Institutions Holding SCHV

# of Institutions
785
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
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email