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

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 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 11,322 shares of SCHV stock, worth $298,221. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,322
Previous 3,774 200.0%
Holding current value
$298,221
Previous $303,000 2.64%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.79 - $80.4 $194,662 - $606,859
7,548 Added 200.0%
11,322 $295,000
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
$67.71 - $74.19 $5,416 - $5,935
80 Added 2.03%
4,021 $287,000
Q4 2020

Feb 02, 2021
BUY
$50.83 - $59.53 $200,321 - $234,607
3,941 New
3,941 $235,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
327M
Call Options Held
0
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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