Trifecta Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Trifecta Capital Advisors, LLC

  • $411 Billion
  • Q1 2024

A detailed history of Trifecta Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 125 shares of SCHV stock, worth $9,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 125 -0.0%
Holding current value
$9,245
Previous $8.76 Million 8.39%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023
BUY
$64.45 - $69.39 $1,611 - $1,734
25 Added 25.0%
125 $8.06 Million
Q2 2023

Aug 14, 2023
BUY
$63.33 - $67.21 $6,333 - $6,720
100 New
100 $6.71 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
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, 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 Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email