A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 4,119 shares of SCHV stock, worth $114,508. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,119
Previous 4,133 0.34%
Holding current value
$114,508
Previous $306,000 8.17%
% of portfolio
0.08%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$73.43 - $80.37 $1,028 - $1,125
-14 Reduced 0.34%
4,119 $331,000
Q2 2024

Aug 08, 2024

BUY
$71.74 - $75.86 $25,037 - $26,475
349 Added 9.22%
4,133 $306,000
Q1 2024

May 14, 2024

BUY
$68.82 - $75.98 $260,414 - $287,508
3,784 New
3,784 $287,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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