Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Large C Transaction History

Valley Forge Investment Consultants Inc Adv

$290 Million
Q4 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 90,330 shares of SCHV stock, worth $2.38 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

90,330

Previous 32,617 176.94%

Holding current value

$2.38 Million

Previous $2.62 Million 10.19%

% of portfolio

0.81%

Previous 0.92%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.79 - $80.4 $1.49 Million - $4.64 Million	57,713 Added 176.94%	90,330 $2.35 Million
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $9,913 - $10,849	135 Added 0.42%	32,617 $2.62 Million
Q2 2024 Aug 09, 2024	SELL	$71.74 - $75.86 $191,474 - $202,470	-2,669 Reduced 7.59%	32,482 $2.41 Million
Q1 2024 Apr 30, 2024	BUY	$68.82 - $75.98 $1.67 Million - $1.84 Million	24,222 Added 221.63%	35,151 $2.67 Million
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $1.56 Million - $1.8 Million	-25,563 Reduced 70.05%	10,929 $766,000
Q3 2023 Nov 09, 2023	BUY	$64.45 - $69.39 $5,671 - $6,106	88 Added 0.24%	36,492 $2.35 Million
Q2 2023 Aug 01, 2023	BUY	$63.33 - $67.21 $5,319 - $5,645	84 Added 0.23%	36,404 $2.44 Million
Q1 2023 May 08, 2023	BUY	$62.59 - $69.3 $4,944 - $5,474	79 Added 0.22%	36,320 $2.38 Million
Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $343,249 - $401,938	-5,805 Reduced 13.81%	36,241 $2.39 Million
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $15,388 - $18,152	263 Added 0.63%	42,046 $2.46 Million
Q2 2022 Aug 03, 2022	BUY	$60.93 - $72.3 $16,512 - $19,593	271 Added 0.65%	41,783 $2.61 Million
Q1 2022 May 06, 2022	BUY	$67.71 - $74.19 $856,666 - $938,651	12,652 Added 43.84%	41,512 $2.96 Million
Q4 2021 Feb 10, 2022	SELL	$67.9 - $73.3 $931,316 - $1.01 Million	-13,716 Reduced 32.22%	28,860 $2.11 Million
Q3 2021 Nov 05, 2021	BUY	$66.91 - $71.05 $937,007 - $994,984	14,004 Added 49.01%	42,576 $2.91 Million
Q3 2021 Nov 05, 2021	SELL	$66.91 - $71.05 $937,007 - $994,984	-14,004 Reduced 32.89%	28,572 $1.93 Million
Q2 2021 Aug 10, 2021	BUY	$65.81 - $69.75 $475,477 - $503,943	7,225 Added 20.44%	42,576 $2.91 Million
Q1 2021 May 04, 2021	BUY	$58.71 - $65.66 $187,695 - $209,915	3,197 Added 9.94%	35,351 $2.31 Million
Q4 2020 Feb 04, 2021	BUY	$50.83 - $59.53 $1.63 Million - $1.91 Million	32,154 New	32,154 $1.91 Million

Others Institutions Holding SCHV

# of Institutions

886

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Large C Transaction History