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 $4.84 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
184,657
Previous 8,152 2165.17%
Holding current value
$4.84 Million
Previous $603,000 2361.03%
% of portfolio
0.43%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email