Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 101,136 shares of SCHV stock, worth $2.75 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

101,136

Previous 102,908 1.72%

Holding current value

$2.75 Million

Previous $0 Infinity%

% of portfolio

0.42%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$58.51 - $69.02 $103,679 - $122,303	-1,772 Reduced 1.72%	101,136 $5.92 Million
Q2 2022 Jul 07, 2022	SELL	$60.93 - $72.3 $1.48 Million - $1.76 Million	-24,278 Reduced 19.09%	102,908 $0
Q1 2022 Apr 22, 2022	SELL	$67.71 - $74.19 $99,669 - $109,207	-1,472 Reduced 1.14%	127,186 $0
Q4 2021 Jan 28, 2022	SELL	$67.9 - $73.3 $921,470 - $994,754	-13,571 Reduced 9.54%	128,658 $0
Q3 2021 Oct 13, 2021	SELL	$66.91 - $71.05 $64,367 - $68,350	-962 Reduced 0.67%	142,229 $0
Q2 2021 Jul 29, 2021	SELL	$65.81 - $69.75 $764,448 - $810,216	-11,616 Reduced 7.5%	143,191 $0
Q1 2021 May 06, 2021	BUY	$58.71 - $65.66 $70,099 - $78,398	1,194 Added 0.78%	154,807 $0
Q4 2020 Feb 02, 2021	BUY	$50.83 - $59.53 $7.81 Million - $9.14 Million	153,613 New	153,613 $0

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History