Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Yhb Investment Advisors, Inc.

$1.14 Billion
Q1 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 2,189 shares of SCHV stock, worth $161,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,189

Holding current value

$161,898

% of portfolio

0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$68.82 - $75.98 $150,646 - $166,320	2,189 New	2,189 $166,000
Q2 2023 Aug 10, 2023	SELL	$63.33 - $67.21 $6,016 - $6,384	-95 Reduced 2.61%	3,549 $238,000
Q1 2023 May 08, 2023	BUY	$62.59 - $69.3 $1,627 - $1,801	26 Added 0.72%	3,644 $238,000
Q4 2022 Jan 12, 2023	SELL	$64.27 - $69.24 $4,177 - $4,500	-65 Reduced 1.76%	3,618 $0
Q3 2022 Nov 03, 2022	SELL	N/A	-33 Reduced 0.89%	3,683 $215,000

Q2 2022 Jul 14, 2022	BUY	N/A	54 Added 1.47%	3,716 $232,000
Q1 2022 Apr 14, 2022	SELL	N/A	-141 Reduced 3.71%	3,662 $261,000
Q4 2021 Jan 18, 2022	SELL	N/A	-286 Reduced 6.99%	3,803 $278,000
Q3 2021 Oct 28, 2021	BUY	N/A	210 Added 5.41%	4,089 $276,000
Q2 2021 Jul 15, 2021	BUY	N/A	200 Added 5.44%	3,879 $265,000
Q1 2021 Apr 22, 2021	SELL	N/A	-20 Reduced 0.54%	3,679 $248,000
Q4 2020 Jan 21, 2021	BUY	N/A	3,699 New	3,699 $220,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History