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

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 186 shares of SCHV stock, worth $5,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 186 -0.0%
Holding current value
$5,209
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$71.74 - $75.86 $13,343 - $14,109
186 New
186 $13,000
Q1 2020

May 15, 2020
SELL
$38.4 - $61.03 $168,960 - $268,532
-4,400 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$54.73 - $60.25 $54,730 - $60,250
1,000 Added 29.41%
4,400 $265,000
Q3 2019

Oct 29, 2019
BUY
$56.56 - $57.5 $192,304 - $195,500
3,400 New
3,400 $193,000

Others Institutions Holding SCHV

# of Institutions
834
Shares Held
112M
Call Options Held
0
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
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