Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 25,528 shares of SCHV stock, worth $1.89 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,528
Previous 26,759 4.6%
Holding current value
$1.89 Million
Previous $1.88 Million 3.41%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 07, 2024
SELL
$68.82 - $75.98 $84,717 - $93,531
-1,231 Reduced 4.6%
25,528 $1.94 Million
Q4 2023

Feb 06, 2024
SELL
$61.16 - $70.24 $4,953 - $5,689
-81 Reduced 0.3%
26,759 $1.88 Million
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $9,280 - $9,992
144 Added 0.54%
26,840 $1.73 Million
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $339,132 - $359,909
-5,355 Reduced 16.71%
26,696 $1.79 Million
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $123,051 - $136,243
-1,966 Reduced 5.78%
32,051 $2.1 Million
Q4 2022

Feb 14, 2023
SELL
$64.27 - $69.24 $98,397 - $106,006
-1,531 Reduced 4.31%
34,017 $2.25 Million
Q3 2022

Oct 31, 2022
BUY
N/A
147 Added 0.42%
35,548 $2.08 Million
Q2 2022

Aug 03, 2022
BUY
N/A
269 Added 0.77%
35,401 $2.21 Million
Q1 2022

May 05, 2022
SELL
N/A
-438 Reduced 1.23%
35,132 $2.39 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-2,649 Reduced 6.93%
35,570 $2.6 Million
Q3 2021

Nov 04, 2021
BUY
N/A
306 Added 0.81%
38,219 $2.58 Million
Q2 2021

Aug 04, 2021
BUY
N/A
202 Added 0.54%
37,913 $2.59 Million
Q1 2021

May 11, 2021
SELL
N/A
-4,218 Reduced 10.06%
37,711 $2.46 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-8,157 Reduced 16.29%
41,929 $2.5 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,122 Reduced 2.19%
50,086 $2.61 Million
Q2 2020

Jul 31, 2020
BUY
N/A
318 Added 0.62%
51,208 $2.57 Million
Q1 2020

May 06, 2020
BUY
N/A
46,041 Added 949.49%
50,890 $2.25 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-118 Reduced 2.38%
4,849 $292,000
Q3 2019

Nov 06, 2019
BUY
N/A
289 Added 6.18%
4,967 $282,000
Q2 2019

Aug 07, 2019
BUY
N/A
298 Added 6.8%
4,678 $263,000
Q1 2019

May 13, 2019
SELL
N/A
-272 Reduced 5.85%
4,380 $0
Q4 2018

Feb 08, 2019
BUY
N/A
1,885 Added 68.12%
4,652 $229,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,767 New
2,767 $155,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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