Warner Financial, Inc Schwab Strategic Tr Us Large C Transaction History

Warner Financial, Inc

  • $233 Million
  • Q4 2024

A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Warner Financial, Inc holds 128,713 shares of SCHV stock, worth $3.51 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
128,713
Previous 34,314 275.1%
Holding current value
$3.51 Million
Previous $2.76 Million 21.68%
% of portfolio
1.44%
Previous 1.22%

Shares

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

Jan 22, 2025
BUY
$25.79 - $80.4 $2.43 Million - $7.59 Million
94,399 Added 275.1%
128,713 $3.36 Million
Q3 2024

Oct 21, 2024
BUY
$73.43 - $80.37 $129,016 - $141,210
1,757 Added 5.4%
34,314 $2.76 Million
Q2 2024

Jul 23, 2024
BUY
$71.74 - $75.86 $102,803 - $108,707
1,433 Added 4.6%
32,557 $2.41 Million
Q1 2024

Apr 23, 2024
BUY
$68.82 - $75.98 $349,743 - $386,130
5,082 Added 19.51%
31,124 $2.37 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $84,890 - $97,493
1,388 Added 5.63%
26,042 $1.83 Million
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $249,357 - $268,469
3,869 Added 18.61%
24,654 $1.59 Million
Q2 2023

Aug 04, 2023
BUY
$63.33 - $67.21 $58,200 - $61,765
919 Added 4.63%
20,785 $1.39 Million
Q1 2023

Apr 24, 2023
BUY
$62.59 - $69.3 $4,944 - $5,474
79 Added 0.4%
19,866 $1.3 Million
Q4 2022

Feb 09, 2023
BUY
$59.13 - $69.24 $386,946 - $453,106
6,544 Added 49.41%
19,787 $1.31 Million
Q3 2022

Nov 08, 2022
BUY
$58.51 - $69.02 $25,276 - $29,816
432 Added 3.37%
13,243 $775,000
Q2 2022

Aug 09, 2022
BUY
$60.93 - $72.3 $16,512 - $19,593
271 Added 2.16%
12,811 $800,000
Q1 2022

May 05, 2022
BUY
$67.71 - $74.19 $1,760 - $1,928
26 Added 0.21%
12,540 $912,000
Q4 2021

May 05, 2022
BUY
$67.9 - $73.3 $849,700 - $917,276
12,514 New
12,514 $916,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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