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

Woodmont Investment Counsel LLC

  • $1.32 Billion
  • Q3 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 $942,289. This represents 0.21% of its overall portfolio holdings.

Number of Shares
34,758
Previous 34,758 -0.0%
Holding current value
$942,289
Previous $2.57 Million 8.51%
% of portfolio
0.21%
Previous 0.2%

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
$59.13 - $69.24 $70,956 - $83,088
1,200 Added 3.42%
36,283 $2.4 Million
Q3 2022

Nov 08, 2022
SELL
$58.51 - $69.02 $29,255 - $34,510
-500 Reduced 1.41%
35,083 $2.05 Million
Q2 2022

Aug 09, 2022
SELL
$60.93 - $72.3 $4,265 - $5,061
-70 Reduced 0.2%
35,583 $2.22 Million
Q1 2022

May 12, 2022
SELL
$67.71 - $74.19 $52,407 - $57,423
-774 Reduced 2.12%
35,653 $2.55 Million
Q4 2021

Feb 02, 2022
BUY
$67.9 - $73.3 $28,518 - $30,786
420 Added 1.17%
36,427 $2.67 Million
Q3 2021

Nov 12, 2021
BUY
$66.91 - $71.05 $61,824 - $65,650
924 Added 2.63%
36,007 $2.43 Million
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $11,742 - $13,132
200 Added 0.57%
35,083 $2.29 Million
Q3 2020

Nov 16, 2020
BUY
$49.44 - $54.86 $113,712 - $126,178
2,300 Added 7.06%
34,883 $1.82 Million
Q2 2020

Aug 14, 2020
BUY
$42.21 - $55.29 $1.38 Million - $1.8 Million
32,583 New
32,583 $1.63 Million

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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