Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zhang Financial LLC holds 5,518 shares of SCHV stock, worth $144,737. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,518
Previous 6,538 15.6%
Holding current value
$144,737
Previous $484,000 8.47%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024
SELL
$73.43 - $80.37 $74,898 - $81,977
-1,020 Reduced 15.6%
5,518 $443,000
Q1 2024

Apr 24, 2024
SELL
$68.82 - $75.98 $210,520 - $232,422
-3,059 Reduced 31.87%
6,538 $496,000
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $123,237 - $141,533
-2,015 Reduced 17.35%
9,597 $672,000
Q3 2023

Oct 11, 2023
SELL
$64.45 - $69.39 $194,381 - $209,280
-3,016 Reduced 20.62%
11,612 $748,000
Q2 2023

Jul 18, 2023
BUY
$63.33 - $67.21 $3,989 - $4,234
63 Added 0.43%
14,628 $981,000
Q1 2023

May 10, 2023
SELL
$62.59 - $69.3 $23,909 - $26,472
-382 Reduced 2.56%
14,565 $955,000
Q4 2022

May 17, 2023
BUY
$59.13 - $69.24 $22,587 - $26,449
382 Added 2.62%
14,947 $986,000
Q4 2022

Jan 17, 2023
BUY
$59.13 - $69.24 $211,744 - $247,948
3,581 Added 31.51%
14,947 $987,000
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $3,686 - $4,348
63 Added 0.56%
11,366 $665,000
Q2 2022

Jul 14, 2022
BUY
$60.93 - $72.3 $72,689 - $86,253
1,193 Added 11.8%
11,303 $706,000
Q1 2022

Apr 21, 2022
BUY
$67.71 - $74.19 $483,584 - $529,864
7,142 Added 240.63%
10,110 $722,000
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $201,527 - $217,554
2,968 New
2,968 $217,000
Q3 2021

Oct 20, 2021
SELL
$66.91 - $71.05 $196,447 - $208,602
-2,936 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$65.81 - $69.75 $193,218 - $204,786
2,936 New
2,936 $201,000

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
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial 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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email