Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History

Werba Rubin Papier Wealth Management

$345 Billion
Q1 2024

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 64,728 shares of SCHV stock, worth $4.79 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

64,728

Previous 66,084 2.05%

Holding current value

$4.79 Million

Previous $4.63 Billion 6.16%

% of portfolio

1.43%

Previous 1.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$68.82 - $75.98 $93,319 - $103,028	-1,356 Reduced 2.05%	64,728 $4.92 Billion
Q4 2023 Jan 22, 2024	SELL	$61.16 - $70.24 $28,133 - $32,310	-460 Reduced 0.69%	66,084 $4.63 Billion
Q3 2023 Nov 06, 2023	SELL	$64.45 - $69.39 $186,776 - $201,092	-2,898 Reduced 4.17%	66,544 $4.29 Billion
Q2 2023 Jul 24, 2023	BUY	$63.33 - $67.21 $49,524 - $52,558	782 Added 1.14%	69,442 $4.66 Billion
Q1 2023 Apr 26, 2023	SELL	$62.59 - $69.3 $622,332 - $689,049	-9,943 Reduced 12.65%	68,660 $4.5 Billion

Q4 2022 Mar 28, 2023	BUY	$64.27 - $69.24 $5.05 Million - $5.44 Million	78,603 New	78,603 $5.19 Billion

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History