Zwj Investment Counsel Inc Schwab Strategic Tr Us Large C Transaction History

Zwj Investment Counsel Inc

$2.38 Billion
Q1 2025

A detailed history of Zwj Investment Counsel Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zwj Investment Counsel Inc holds 8,348 shares of SCHV stock, worth $215,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,348

Previous 8,348 -0.0%

Holding current value

$215,294

Previous $217,000 1.84%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $143,495 - $447,345	5,564 Added 199.86%	8,348 $217,000
Q3 2024 Oct 16, 2024	BUY	$73.43 - $80.37 $1,248 - $1,366	17 Added 0.61%	2,784 $223,000
Q1 2024 Apr 26, 2024	BUY	$68.82 - $75.98 $190,424 - $210,236	2,767 New	2,767 $210,000
Q2 2020 Jul 28, 2020	SELL	$42.21 - $55.29 $270,017 - $353,690	-6,397 Closed	0 $0
Q1 2020 May 18, 2020	BUY	$38.4 - $61.03 $5,068 - $8,055	132 Added 2.11%	6,397 $283,000
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $342,883 - $377,466	6,265 New	6,265 $377,000
Q1 2018 Apr 24, 2018	SELL	N/A	-6,311 Closed	0 $0
Q4 2017 Feb 01, 2018	BUY	N/A	311 Added 5.18%	6,311 $345,000
Q3 2017 Nov 03, 2017	BUY	N/A	6,000	6,000 $311,000

Others Institutions Holding SCHV

# of Institutions

909

Shares Held

331M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zwj Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Zwj Investment Counsel Inc with notifications on news.

Account

Zwj Investment Counsel Inc Schwab Strategic Tr Us Large C Transaction History