Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Watershed Private Wealth LLC

  • $226 Billion
  • Q1 2024

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 17,527 shares of SCHV stock, worth $1.3 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
17,527
Previous 21,872 19.87%
Holding current value
$1.3 Million
Previous $1.53 Billion 13.14%
% of portfolio
0.59%
Previous 0.85%

Shares

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

May 07, 2024
SELL
$68.82 - $75.98 $299,022 - $330,133
-4,345 Reduced 19.87%
17,527 $1.33 Billion
Q4 2023

Feb 07, 2024
BUY
$61.16 - $70.24 $688,355 - $790,551
11,255 Added 106.01%
21,872 $1.53 Billion
Q3 2023

Oct 19, 2023
BUY
$64.45 - $69.39 $684,265 - $736,713
10,617 New
10,617 $684 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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