A detailed history of Verdence Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 3,487 shares of SCHV stock, worth $257,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,487
Previous 3,469 0.52%
Holding current value
$257,898
Previous $243,000 8.64%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 25, 2024

BUY
$68.82 - $75.98 $1,238 - $1,367
18 Added 0.52%
3,487 $264,000
Q4 2023

Jan 31, 2024

BUY
$61.16 - $70.24 $1,345 - $1,545
22 Added 0.64%
3,469 $243,000
Q3 2023

Oct 25, 2023

BUY
$64.45 - $69.39 $222,159 - $239,187
3,447 New
3,447 $222,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Verdence Capital Advisors LLC Portfolio

Follow Verdence Capital Advisors 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 Verdence Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verdence Capital Advisors LLC with notifications on news.