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 $2.33 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
90,330
Previous 32,617 176.94%
Holding current value
$2.33 Million
Previous $2.62 Million 10.19%
% of portfolio
0.81%
Previous 0.92%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
905
Shares Held
331M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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