Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 184,657 shares of SCHV stock, worth $5.13 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

184,657

Previous 8,152 2165.17%

Holding current value

$5.13 Million

Previous $603,000 2361.03%

% of portfolio

0.43%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$73.43 - $80.37 $13 Million - $14.2 Million	176,505 Added 2165.17%	184,657 $14.8 Million
Q2 2024 Aug 09, 2024	BUY	$71.74 - $75.86 $30,202 - $31,937	421 Added 5.45%	8,152 $603,000
Q1 2024 Apr 15, 2024	BUY	$68.82 - $75.98 $124,633 - $137,599	1,811 Added 30.59%	7,731 $587,000
Q4 2023 Feb 06, 2024	BUY	$61.16 - $70.24 $795 - $913	13 Added 0.22%	5,920 $414,000
Q3 2023 Oct 12, 2023	BUY	$64.45 - $69.39 $380,706 - $409,886	5,907 New	5,907 $380,000
Q2 2021 Aug 16, 2021	SELL	$65.81 - $69.75 $34,681 - $36,758	-527 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$58.71 - $65.66 $30,940 - $34,602	527 New	527 $34,000
Q2 2020 Jul 29, 2020	SELL	$42.21 - $55.29 $4,221 - $5,529	-100 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$38.4 - $61.03 $2,265 - $3,600	59 Added 143.9%	100 $4,000
Q3 2019 Oct 17, 2019	SELL	$56.56 - $57.5 $2,205 - $2,242	-39 Reduced 48.75%	41 $2,000
Q1 2018 May 15, 2018	BUY	N/A	80 New	80 $4,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History