Warren Averett Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 531,480 shares of SCHV stock, worth $14.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
531,480
Previous 213,204 149.28%
Holding current value
$14.2 Million
Previous $5.56 Million 154.16%
% of portfolio
0.18%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.77 - $27.6 $8.2 Million - $8.78 Million
318,276 Added 149.28%
531,480 $14.1 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $3.74 Million - $11.7 Million
145,069 Added 212.91%
213,204 $5.56 Million
Q3 2024

Nov 14, 2024
BUY
$73.43 - $80.37 $82,535 - $90,335
1,124 Added 1.68%
68,135 $5.48 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $182,219 - $192,684
2,540 Added 3.94%
67,011 $4.96 Million
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $4.44 Million - $4.9 Million
64,471 New
64,471 $4.9 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
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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