Altus Wealth Group LLC Schwab Strategic Tr Us Large C Transaction History

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altus Wealth Group LLC holds 42,672 shares of SCHV stock, worth $1.1 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
42,672
Previous 41,871 1.91%
Holding current value
$1.1 Million
Previous $3.1 Million 10.58%
% of portfolio
1.49%
Previous 1.57%

Shares

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

Oct 22, 2024
BUY
$73.43 - $80.37 $58,817 - $64,376
801 Added 1.91%
42,672 $3.43 Million
Q2 2024

Aug 05, 2024
BUY
$71.74 - $75.86 $139,247 - $147,244
1,941 Added 4.86%
41,871 $3.1 Million
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $9,015 - $9,953
131 Added 0.33%
39,930 $3.03 Million
Q4 2023

Jan 29, 2024
BUY
$61.16 - $70.24 $7,645 - $8,780
125 Added 0.32%
39,799 $2.79 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $21,784 - $23,453
338 Added 0.86%
39,674 $2.56 Million
Q2 2023

Aug 03, 2023
SELL
$63.33 - $67.21 $48,194 - $51,146
-761 Reduced 1.9%
39,336 $2.64 Million
Q1 2023

May 01, 2023
SELL
$62.59 - $69.3 $37,804 - $41,857
-604 Reduced 1.48%
40,097 $2.63 Million
Q4 2022

Jan 18, 2023
BUY
$59.13 - $69.24 $380,678 - $445,767
6,438 Added 18.79%
40,701 $0
Q2 2022

Aug 10, 2022
SELL
$60.93 - $72.3 $687,046 - $815,254
-11,276 Reduced 24.76%
34,263 $2.31 Million
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $183,900 - $201,500
2,716 Added 6.34%
45,539 $3.25 Million
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $581,224 - $627,448
8,560 Added 24.98%
42,823 $3.14 Million
Q3 2021

Nov 08, 2021
BUY
$66.91 - $71.05 $608,479 - $646,128
9,094 Added 36.13%
34,263 $2.31 Million
Q2 2021

Aug 12, 2021
BUY
$65.81 - $69.75 $303,186 - $321,338
4,607 Added 22.41%
25,169 $1.72 Million
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $764,521 - $855,024
13,022 Added 172.71%
20,562 $1.4 Million
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $383,258 - $448,856
7,540 New
7,540 $449,000

Others Institutions Holding SCHV

# of Institutions
839
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
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