Alliance Wealth Management Group Schwab Strategic Tr Us Large C Transaction History

Alliance Wealth Management Group

  • $385 Million
  • Q3 2024

A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alliance Wealth Management Group holds 8,079 shares of SCHV stock, worth $212,720. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,079
Previous 8,079 -0.0%
Holding current value
$212,720
Previous $598,000 8.53%
% of portfolio
0.17%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$71.74 - $75.86 $3,084 - $3,261
-43 Reduced 0.53%
8,079 $598,000
Q4 2023

Jan 19, 2024
BUY
$61.16 - $70.24 $550 - $632
9 Added 0.11%
8,122 $569,000
Q2 2023

Aug 09, 2023
SELL
$63.33 - $67.21 $3,419 - $3,629
-54 Reduced 0.66%
8,113 $544,000
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $1,752 - $1,940
-28 Reduced 0.34%
8,167 $535,000
Q4 2022

Feb 10, 2023
SELL
$59.13 - $69.24 $1,596 - $1,869
-27 Reduced 0.33%
8,195 $541,000
Q2 2022

Aug 10, 2022
SELL
$60.93 - $72.3 $1,766 - $2,096
-29 Reduced 0.35%
8,222 $513,000
Q1 2021

May 04, 2021
SELL
$58.71 - $65.66 $1,232 - $1,378
-21 Reduced 0.25%
8,251 $539,000
Q2 2020

Sep 09, 2020
SELL
$42.21 - $55.29 $506 - $663
-12 Reduced 0.14%
8,272 $415,000
Q4 2019

Feb 10, 2020
SELL
$54.73 - $60.25 $1,641 - $1,807
-30 Reduced 0.36%
8,284 $498,000
Q4 2018

Feb 14, 2019
BUY
N/A
252 Added 3.13%
8,314 $410,000
Q3 2018

Nov 14, 2018
SELL
N/A
-67 Reduced 0.82%
8,062 $452,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,929 Reduced 19.18%
8,129 $432,000
Q1 2018

May 21, 2018
BUY
N/A
89 Added 0.89%
10,058 $531,000
Q4 2017

Jan 31, 2018
SELL
N/A
-10,035 Reduced 50.16%
9,969 $545,000
Q3 2017

Nov 09, 2017
BUY
N/A
20,004
20,004 $1.03 Million

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 Alliance Wealth Management Group Portfolio

Follow Alliance Wealth Management Group 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 Alliance Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email