Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 31,310 shares of SCHV stock, worth $854,763. This represents 0.08% of its overall portfolio holdings.

Number of Shares
31,310
Previous 10,510 197.91%
Holding current value
$854,763
Previous $844,000 3.32%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 30, 2025
BUY
$25.79 - $80.4 $536,432 - $1.67 Million
20,800 Added 197.91%
31,310 $816,000
Q3 2024

Oct 15, 2024
BUY
$73.43 - $80.37 $64,838 - $70,966
883 Added 9.17%
10,510 $844,000
Q2 2024

Jul 11, 2024
SELL
$71.74 - $75.86 $562,656 - $594,969
-7,843 Reduced 44.89%
9,627 $713,000
Q1 2024

Apr 16, 2024
SELL
$68.82 - $75.98 $561,846 - $620,300
-8,164 Reduced 31.85%
17,470 $1.33 Million
Q4 2023

Jan 09, 2024
SELL
$61.16 - $70.24 $2.59 Million - $2.98 Million
-42,378 Reduced 62.31%
25,634 $1.8 Million
Q3 2023

Oct 10, 2023
SELL
$64.45 - $69.39 $1.58 Million - $1.7 Million
-24,457 Reduced 26.45%
68,012 $4.38 Million
Q2 2023

Jul 12, 2023
BUY
$63.33 - $67.21 $172,320 - $182,878
2,721 Added 3.03%
92,469 $6.2 Million
Q1 2023

Apr 20, 2023
SELL
$62.59 - $69.3 $1.82 Million - $2.02 Million
-29,100 Reduced 24.49%
89,748 $5.89 Million
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $534,020 - $629,945
9,127 Added 8.32%
118,848 $6.95 Million
Q2 2022

Jul 12, 2022
BUY
$60.93 - $72.3 $608,995 - $722,638
9,995 Added 10.02%
109,721 $6.9 Million
Q1 2022

Apr 29, 2022
BUY
$67.71 - $74.19 $2.63 Million - $2.88 Million
38,822 Added 63.74%
99,726 $0
Q4 2021

Jan 28, 2022
BUY
$67.9 - $73.3 $4.14 Million - $4.46 Million
60,904 New
60,904 $4.46 Million

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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