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

Wmg Financial Advisors, LLC

  • $178 Million
  • Q2 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 6,120 shares of SCHV stock, worth $489,906. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,120
Previous 6,245 2.0%
Holding current value
$489,906
Previous $474,000 4.43%
% of portfolio
0.25%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
804
Shares Held
105M
Call Options Held
3.2K
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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