A detailed history of Wescap Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wescap Management Group, Inc. holds 5,929 shares of SCHV stock, worth $438,508. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,929
Previous 6,186 4.15%
Holding current value
$438,508
Previous $433,000 3.93%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$68.82 - $75.98 $17,686 - $19,526
-257 Reduced 4.15%
5,929 $450,000
Q4 2023

Feb 06, 2024

BUY
$61.16 - $70.24 $378,335 - $434,504
6,186 New
6,186 $433,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Wescap Management Group, Inc. Portfolio

Follow Wescap Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescap Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wescap Management Group, Inc. with notifications on news.