Verdence Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Verdence Capital Advisors LLC

  • $1.21 Billion
  • Q4 2024

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 12,358 shares of SCHV stock, worth $340,339. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,358
Previous 4,249 190.84%
Holding current value
$340,339
Previous $341,000 5.57%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $209,131 - $651,963
8,109 Added 190.84%
12,358 $322,000
Q3 2024

Nov 01, 2024
BUY
$73.43 - $80.37 $58,890 - $64,456
802 Added 23.27%
4,249 $341,000
Q2 2024

Jul 25, 2024
SELL
$71.74 - $75.86 $2,869 - $3,034
-40 Reduced 1.15%
3,447 $255,000
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

# of Institutions
884
Shares Held
322M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email