Us Advisors Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Us Advisors Wealth Management, LLC

  • $265 Million
  • Q1 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 128,319 shares of SCHV stock, worth $9.5 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
128,319
Previous 118,789 8.02%
Holding current value
$9.5 Million
Previous $8.33 Million 16.62%
% of portfolio
3.67%
Previous 3.46%

Shares

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

May 02, 2024
BUY
$68.82 - $75.98 $655,854 - $724,089
9,530 Added 8.02%
128,319 $9.71 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $7.04 Million - $8.08 Million
115,041 Added 3069.4%
118,789 $8.33 Million
Q3 2023

Nov 09, 2023
BUY
$64.45 - $69.39 $241,558 - $260,073
3,748 New
3,748 $241,000
Q4 2018

Feb 08, 2019
SELL
N/A
-8,234 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
N/A
8,234 New
8,234 $462,000

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 Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email