U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,158 shares of SCHV stock, worth $87,792. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,158

Previous 3,158 -0.0%

Holding current value

$87,792

Previous $233,000 8.58%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$71.74 - $75.86 $25,324 - $26,778	-353 Reduced 10.05%	3,158 $233,000
Q1 2024 May 10, 2024	BUY	$68.82 - $75.98 $241,627 - $266,765	3,511 New	3,511 $266,000
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $18,651 - $20,651	-298 Reduced 7.33%	3,768 $247,000
Q4 2022 Feb 03, 2023	SELL	$59.13 - $69.24 $51,857 - $60,723	-877 Reduced 17.74%	4,066 $268,000
Q3 2022 Nov 01, 2022	SELL	$58.51 - $69.02 $19,600 - $23,121	-335 Reduced 6.35%	4,943 $289,000
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $3,655 - $4,338	60 Added 1.15%	5,278 $329,000
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $91,747 - $100,527	1,355 Added 35.08%	5,218 $373,000
Q4 2021 Jan 21, 2022	BUY	$67.9 - $73.3 $262,297 - $283,157	3,863 New	3,863 $283,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History