Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wall Street Access Asset Management, LLC

  • $261 Million
  • Q3 2024

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 9,740 shares of SCHV stock, worth $270,772. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,740
Previous 9,740 -0.0%
Holding current value
$270,772
Previous $721,000 8.46%
% of portfolio
0.3%
Previous 0.3%

Shares

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

May 09, 2024
BUY
$68.82 - $75.98 $96,347 - $106,372
1,400 Added 16.79%
9,740 $740,000
Q2 2023

Oct 20, 2023
BUY
$63.33 - $67.21 $528,172 - $560,531
8,340 New
8,340 $559,000
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $522,000 - $577,962
8,340 New
8,340 $546,000

Others Institutions Holding SCHV

# of Institutions
831
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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