Wealth Shield Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 348,605 shares of SCHV stock, worth $9.52 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
348,605
Previous 112,173 210.77%
Holding current value
$9.52 Million
Previous $9.02 Million 0.81%
% of portfolio
1.32%
Previous 1.25%

Shares

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

Feb 04, 2025
BUY
$25.79 - $80.4 $6.1 Million - $19 Million
236,432 Added 210.77%
348,605 $9.09 Million
Q3 2024

Nov 04, 2024
BUY
$73.43 - $80.37 $201,565 - $220,615
2,745 Added 2.51%
112,173 $9.02 Million
Q2 2024

Jul 26, 2024
SELL
$71.74 - $75.86 $221,030 - $233,724
-3,081 Reduced 2.74%
109,428 $8.11 Million
Q1 2024

Apr 29, 2024
BUY
$68.82 - $75.98 $559,781 - $618,021
8,134 Added 7.79%
112,509 $8.55 Million
Q4 2023

Jan 23, 2024
BUY
$61.16 - $70.24 $97,427 - $111,892
1,593 Added 1.55%
104,375 $7.32 Million
Q3 2023

Oct 25, 2023
SELL
$64.45 - $69.39 $65,094 - $70,083
-1,010 Reduced 0.97%
102,782 $6.63 Million
Q2 2023

Aug 03, 2023
BUY
$63.33 - $67.21 $136,159 - $144,501
2,150 Added 2.12%
103,792 $6.96 Million
Q1 2023

May 08, 2023
BUY
$62.59 - $69.3 $112,599 - $124,670
1,799 Added 1.8%
101,642 $6.67 Million
Q4 2022

Feb 13, 2023
SELL
$59.13 - $69.24 $67,644 - $79,210
-1,144 Reduced 1.13%
99,843 $6.59 Million
Q3 2022

Nov 04, 2022
SELL
$58.51 - $69.02 $387,453 - $457,050
-6,622 Reduced 6.15%
100,987 $5.91 Million
Q2 2022

Aug 11, 2022
BUY
$60.93 - $72.3 $23,092 - $27,401
379 Added 0.35%
107,609 $6.72 Million
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $7.26 Million - $7.96 Million
107,230 New
107,230 $7.66 Million
Q3 2021

Nov 12, 2021
SELL
$66.91 - $71.05 $43,023 - $45,685
-643 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$65.81 - $69.75 $7,765 - $8,230
118 Added 22.48%
643 $44,000
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $30,822 - $34,471
525 New
525 $34,000

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

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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