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

Werba Rubin Papier Wealth Management

$424 Billion
Q4 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 197,655 shares of SCHV stock, worth $5.38 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

197,655

Previous 65,470 201.9%

Holding current value

$5.38 Million

Previous $5.26 Billion 2.07%

% of portfolio

1.22%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.79 - $80.4 $3.41 Million - $10.6 Million	132,185 Added 201.9%	197,655 $5.15 Billion
Q3 2024 Oct 18, 2024	BUY	$73.43 - $80.37 $59,111 - $64,697	805 Added 1.24%	65,470 $5.26 Billion
Q2 2024 Aug 06, 2024	SELL	$71.74 - $75.86 $4,519 - $4,779	-63 Reduced 0.1%	64,665 $4.79 Billion
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	$59.13 - $69.24 $4.65 Million - $5.44 Million	78,603 New	78,603 $5.19 Billion

Others Institutions Holding SCHV

# of Institutions

883

Shares Held

321M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History