Wealthspan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 16,782 shares of SCHV stock, worth $462,176. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,782
Previous 5,594 200.0%
Holding current value
$462,176
Previous $449,000 2.67%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Jan 24, 2025
BUY
$25.79 - $80.4 $288,538 - $899,515
11,188 Added 200.0%
16,782 $437,000
Q2 2024

Jul 19, 2024
BUY
$71.74 - $75.86 $88,096 - $93,156
1,228 Added 28.13%
5,594 $414,000
Q1 2024

Apr 29, 2024
BUY
$68.82 - $75.98 $300,468 - $331,728
4,366 New
4,366 $331,000

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
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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