Wfa Of San Diego, LLC Schwab Strategic Tr Us Large C Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 374 shares of SCHV stock, worth $10,184. This represents 0.03% of its overall portfolio holdings.

Number of Shares
374
Previous 370 1.08%
Holding current value
$10,184
Previous $27,000 11.11%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$73.43 - $80.37 $293 - $321
4 Added 1.08%
374 $30,000
Q2 2024

Aug 14, 2024
SELL
$71.74 - $75.86 $5,165 - $5,461
-72 Reduced 16.29%
370 $27,000
Q3 2023

Nov 02, 2023
BUY
$64.45 - $69.39 $193 - $208
3 Added 0.68%
442 $28,000
Q2 2023

Aug 10, 2023
BUY
$63.33 - $67.21 $27,801 - $29,505
439 New
439 $29,000
Q4 2022

Jan 31, 2023
BUY
$59.13 - $69.24 $25,662 - $30,050
434 New
434 $28,000
Q2 2022

Jul 28, 2022
BUY
$60.93 - $72.3 $26,078 - $30,944
428 New
428 $27,000

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
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, LLC 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email