Wealthspire Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 12,174 shares of SCHV stock, worth $338,437. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,174
Previous 11,519 5.69%
Holding current value
$338,437
Previous $853,000 14.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$73.43 - $80.37 $48,096 - $52,642
655 Added 5.69%
12,174 $978,000
Q1 2024

May 06, 2024
SELL
$68.82 - $75.98 $35,855 - $39,585
-521 Reduced 4.33%
11,519 $875,000
Q4 2023

Feb 06, 2024
SELL
$61.16 - $70.24 $77,183 - $88,642
-1,262 Reduced 9.49%
12,040 $844,000
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $77,920 - $83,892
1,209 Added 10.0%
13,302 $857,000
Q2 2023

Jul 31, 2023
SELL
$63.33 - $67.21 $74,286 - $78,837
-1,173 Reduced 8.84%
12,093 $811,000
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $22,219 - $24,601
355 Added 2.75%
13,266 $869,000
Q4 2022

Feb 13, 2023
SELL
$59.13 - $69.24 $91,237 - $106,837
-1,543 Reduced 10.68%
12,911 $852,000
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $1,813 - $2,139
-31 Reduced 0.21%
14,454 $846,000
Q2 2022

Aug 09, 2022
BUY
$60.93 - $72.3 $579,017 - $687,066
9,503 Added 190.75%
14,485 $904,000
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $35,480 - $38,875
524 Added 11.75%
4,982 $356,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $129,145 - $139,416
-1,902 Reduced 29.91%
4,458 $326,000
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $114,215 - $121,282
1,707 Added 36.69%
6,360 $429,000
Q2 2021

Aug 13, 2021
BUY
$65.81 - $69.75 $1,052 - $1,116
16 Added 0.35%
4,653 $318,000
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $24,188 - $27,051
412 Added 9.75%
4,637 $303,000
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $214,756 - $251,514
4,225 New
4,225 $252,000

Others Institutions Holding SCHV

# of Institutions
831
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
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