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

Verdence Capital Advisors LLC

  • $1.23 Billion
  • Q3 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 4,249 shares of SCHV stock, worth $110,856. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,249
Previous 3,447 23.27%
Holding current value
$110,856
Previous $255,000 33.73%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
836
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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