Wmg Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 6,428 shares of SCHV stock, worth $168,606. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,428
Previous 6,120 5.03%
Holding current value
$168,606
Previous $453,000 13.91%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 31, 2024
BUY
$73.43 - $80.37 $22,616 - $24,753
308 Added 5.03%
6,428 $516,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $8,967 - $9,482
-125 Reduced 2.0%
6,120 $453,000
Q1 2024

May 07, 2024
BUY
$68.82 - $75.98 $429,780 - $474,495
6,245 New
6,245 $474,000

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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