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

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

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 68,135 shares of SCHV stock, worth $1.89 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
68,135
Previous 67,011 1.68%
Holding current value
$1.89 Million
Previous $4.96 Million 10.31%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email