United Capital Financial Advisers, LLC Schwab Strategic Tr Us Large C Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 658,543 shares of SCHV stock, worth $48.7 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
658,543
Previous 666,898 1.25%
Holding current value
$48.7 Million
Previous $46.7 Million 7.03%
% of portfolio
0.42%
Previous 0.39%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$68.82 - $75.98 $574,991 - $634,812
-8,355 Reduced 1.25%
658,543 $50 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $2.69 Million - $3.09 Million
-44,002 Reduced 6.19%
666,898 $46.7 Million
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $537,899 - $579,128
-8,346 Reduced 1.16%
710,900 $45.8 Million
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $1.38 Million - $1.46 Million
-21,752 Reduced 2.94%
719,246 $48.3 Million
Q1 2023

Aug 14, 2023
BUY
$62.59 - $69.3 $1.36 Million - $1.51 Million
21,752 Added 3.02%
740,998 $48.6 Million
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $3.2 Million - $3.54 Million
-51,059 Reduced 6.45%
740,998 $48.6 Million
Q4 2022

Feb 14, 2023
SELL
$64.27 - $69.24 $4.38 Million - $4.72 Million
-68,163 Reduced 7.92%
792,057 $52.3 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-107,533 Reduced 11.11%
860,220 $50.3 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-27,808 Reduced 2.79%
967,753 $60.4 Million
Q1 2022

May 16, 2022
SELL
N/A
-59,917 Reduced 5.68%
995,561 $71.1 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-54,866 Reduced 4.94%
1,055,478 $77.3 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-54,986 Reduced 4.72%
1,110,344 $74.9 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-86,705 Reduced 6.93%
1,165,330 $79.7 Million
Q1 2021

May 14, 2021
SELL
N/A
-66,923 Reduced 5.07%
1,252,035 $81.7 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-44,194 Reduced 3.24%
1,318,958 $78.5 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-80,581 Reduced 5.58%
1,363,152 $71.1 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-105,182 Reduced 6.79%
1,443,733 $72.3 Million
Q1 2020

May 15, 2020
BUY
N/A
203,629 Added 15.14%
1,548,915 $68.6 Million
Q4 2019

Feb 14, 2020
BUY
N/A
26,612 Added 2.02%
1,345,286 $80.9 Million
Q3 2019

Nov 14, 2019
BUY
N/A
76,625 Added 6.17%
1,318,674 $74.8 Million
Q2 2019

Aug 13, 2019
BUY
N/A
91,833 Added 7.98%
1,242,049 $69.7 Million
Q1 2019

May 14, 2019
BUY
N/A
89,476 Added 8.44%
1,150,216 $63 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-69,158 Reduced 6.12%
1,060,740 $52.3 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-6,672 Reduced 0.59%
1,129,898 $63.4 Million
Q2 2018

Aug 14, 2018
BUY
N/A
68,054 Added 6.37%
1,136,570 $60.4 Million
Q1 2018

May 15, 2018
BUY
N/A
863,049 Added 420.04%
1,068,516 $56.5 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,923 Added 1.44%
205,467 $11.2 Million
Q3 2017

Nov 14, 2017
BUY
N/A
6,165 Added 3.14%
202,544 $10.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
196,379
196,379 $9.86 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
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