Woodmont Investment Counsel LLC Schwab Strategic Tr Us Large C Transaction History

Woodmont Investment Counsel LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Woodmont Investment Counsel LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 34,758 shares of SCHV stock, worth $2.57 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
34,758
Previous 34,758 -0.0%
Holding current value
$2.57 Million
Previous $2.44 Million 8.37%
% of portfolio
0.22%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$64.45 - $69.39 $24,168 - $26,021
375 Added 1.09%
34,758 $2.24 Million
Q2 2023

Aug 02, 2023
BUY
$63.33 - $67.21 $7,916 - $8,401
125 Added 0.36%
34,383 $2.31 Million
Q1 2023

May 09, 2023
SELL
$62.59 - $69.3 $126,744 - $140,332
-2,025 Reduced 5.58%
34,258 $2.25 Million
Q4 2022

Jan 31, 2023
BUY
$64.27 - $69.24 $77,124 - $83,088
1,200 Added 3.42%
36,283 $2.4 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-500 Reduced 1.41%
35,083 $2.05 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-70 Reduced 0.2%
35,583 $2.22 Million
Q1 2022

May 12, 2022
SELL
N/A
-774 Reduced 2.12%
35,653 $2.55 Million
Q4 2021

Feb 02, 2022
BUY
N/A
420 Added 1.17%
36,427 $2.67 Million
Q3 2021

Nov 12, 2021
BUY
N/A
924 Added 2.63%
36,007 $2.43 Million
Q1 2021

May 17, 2021
BUY
N/A
200 Added 0.57%
35,083 $2.29 Million
Q3 2020

Nov 16, 2020
BUY
N/A
2,300 Added 7.06%
34,883 $1.82 Million
Q2 2020

Aug 14, 2020
BUY
N/A
32,583 New
32,583 $1.63 Million

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

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Woodmont Investment Counsel LLC Portfolio

Follow Woodmont Investment Counsel 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 Woodmont Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Woodmont Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email