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

Allied Investment Advisors, LLC

$498 Million
Q4 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 12,153 shares of SCHV stock, worth $328,738. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,153

Previous 4,051 200.0%

Holding current value

$328,738

Previous $325,000 2.77%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.79 - $80.4 $208,950 - $651,400	8,102 Added 200.0%	12,153 $316,000
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

849

Shares Held

179M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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