Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

$964 Million
Q1 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 17,470 shares of SCHV stock, worth $1.29 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

17,470

Previous 25,634 31.85%

Holding current value

$1.29 Million

Previous $1.8 Million 26.11%

% of portfolio

0.14%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	9,127 Added 8.32%	118,848 $6.95 Million
Q2 2022 Jul 12, 2022	BUY	N/A	9,995 Added 10.02%	109,721 $6.9 Million
Q1 2022 Apr 29, 2022	BUY	N/A	38,822 Added 63.74%	99,726 $0
Q4 2021 Jan 28, 2022	BUY	N/A	60,904 New	60,904 $4.46 Million

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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