Western Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Western Wealth Management, LLC holds 6,381 shares of SCHV stock, worth $167,373. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,381
Holding current value
$167,373
% of portfolio
0.03%

Shares

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

Nov 12, 2024
BUY
$73.43 - $80.37 $468,556 - $512,840
6,381 New
6,381 $512,000
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $10,703 - $12,292
175 Added 3.02%
5,968 $418,000
Q3 2023

Nov 07, 2023
BUY
$64.45 - $69.39 $41,248 - $44,409
640 Added 12.42%
5,793 $373,000
Q2 2023

Aug 30, 2023
SELL
$63.33 - $67.21 $6,143 - $6,519
-97 Reduced 1.85%
5,153 $345,000
Q1 2023

Aug 30, 2023
BUY
$62.59 - $69.3 $3,004 - $3,326
48 Added 0.92%
5,250 $344,000
Q4 2022

Feb 02, 2023
SELL
$59.13 - $69.24 $89,049 - $104,275
-1,506 Reduced 22.45%
5,202 $343,000
Q3 2022

Nov 04, 2022
BUY
$58.51 - $69.02 $6,260 - $7,385
107 Added 1.62%
6,708 $418,000
Q2 2022

Jul 18, 2022
BUY
$60.93 - $72.3 $41,797 - $49,597
686 Added 11.6%
6,601 $415,000
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $400,504 - $438,833
5,915 New
5,915 $422,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $218,841 - $236,245
-3,223 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
$65.81 - $69.75 $212,105 - $224,804
3,223 New
3,223 $221,000

Others Institutions Holding SCHV

# of Institutions
836
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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