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

U.S. Capital Wealth Advisors, LLC

$2.41 Billion
Q1 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 3,511 shares of SCHV stock, worth $259,673. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,511

Holding current value

$259,673

% of portfolio

0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$64.27 - $69.24 $56,364 - $60,723	-877 Reduced 17.74%	4,066 $268,000
Q3 2022 Nov 01, 2022	SELL	N/A	-335 Reduced 6.35%	4,943 $289,000
Q2 2022 Aug 12, 2022	BUY	N/A	60 Added 1.15%	5,278 $329,000

Q1 2022 May 12, 2022	BUY	N/A	1,355 Added 35.08%	5,218 $373,000
Q4 2021 Jan 21, 2022	BUY	N/A	3,863 New	3,863 $283,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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