Wealth Management Resources, Inc. Schwab Strategic Tr Us Large C Transaction History

Wealth Management Resources, Inc.

  • $250 Million
  • Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 2,504 shares of SCHV stock, worth $65,329. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,504
Holding current value
$65,329
% of portfolio
0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $183,868 - $201,246
2,504 New
2,504 $201,000
Q1 2024

Apr 19, 2024
SELL
$68.82 - $75.98 $26,770 - $29,556
-389 Reduced 11.52%
2,989 $227,000
Q4 2023

Jan 19, 2024
SELL
$61.16 - $70.24 $11,008 - $12,643
-180 Reduced 5.06%
3,378 $236,000
Q2 2023

Jul 11, 2023
SELL
$63.33 - $67.21 $510,059 - $541,309
-8,054 Reduced 69.36%
3,558 $238,000
Q1 2023

Apr 10, 2023
SELL
$62.59 - $69.3 $16,523 - $18,295
-264 Reduced 2.22%
11,612 $761,000
Q4 2022

Jan 17, 2023
SELL
$59.13 - $69.24 $6,445 - $7,547
-109 Reduced 0.91%
11,876 $0
Q3 2022

Oct 13, 2022
BUY
$58.51 - $69.02 $7,489 - $8,834
128 Added 1.08%
11,985 $701,000
Q2 2022

Jul 22, 2022
BUY
$60.93 - $72.3 $4,143 - $4,916
68 Added 0.58%
11,857 $740,000
Q1 2022

Apr 20, 2022
BUY
$67.71 - $74.19 $3,453 - $3,783
51 Added 0.43%
11,789 $842,000
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $797,010 - $860,395
11,738 New
11,738 $859,000

Others Institutions Holding SCHV

# of Institutions
836
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 Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. 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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email