Allied Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Allied Investment Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Allied Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 4,051 shares of SCHV stock, worth $106,662. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,051
Previous 4,051 -0.0%
Holding current value
$106,662
Previous $300,000 8.33%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 12, 2024
BUY
$71.74 - $75.86 $573 - $606
8 Added 0.2%
4,051 $300,000
Q4 2023

Jan 09, 2024
BUY
$61.16 - $70.24 $856 - $983
14 Added 0.35%
4,043 $283,000
Q3 2023

Oct 05, 2023
SELL
$64.45 - $69.39 $7,089 - $7,632
-110 Reduced 2.66%
4,029 $259,000
Q1 2023

Apr 17, 2023
SELL
$62.59 - $69.3 $5,257 - $5,821
-84 Reduced 1.99%
4,139 $271,000
Q4 2022

Jan 12, 2023
BUY
$59.13 - $69.24 $11,885 - $13,917
201 Added 5.0%
4,223 $0
Q3 2022

Oct 13, 2022
BUY
$58.51 - $69.02 $20,361 - $24,018
348 Added 9.47%
4,022 $235,000
Q2 2022

Jul 13, 2022
BUY
$60.93 - $72.3 $5,057 - $6,000
83 Added 2.31%
3,674 $229,000
Q1 2022

Apr 11, 2022
BUY
$67.71 - $74.19 $338 - $370
5 Added 0.14%
3,591 $256,000
Q4 2021

Jan 20, 2022
BUY
$67.9 - $73.3 $30,758 - $33,204
453 Added 14.46%
3,586 $263,000
Q3 2021

Oct 13, 2021
BUY
$66.91 - $71.05 $1,003 - $1,065
15 Added 0.48%
3,133 $211,000
Q2 2021

Jul 16, 2021
BUY
$65.81 - $69.75 $205,195 - $217,480
3,118 New
3,118 $213,000

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 Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, 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 Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email