American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History

American Investment Services, Inc.

$546 Million
Q4 2024

A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Investment Services, Inc. holds 17,250 shares of SCHV stock, worth $432,629. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,250

Previous 5,759 199.53%

Holding current value

$432,629

Previous $150,000 199.33%

% of portfolio

0.08%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 03, 2025	BUY	$25.79 - $80.4 $296,352 - $923,876	11,491 Added 199.53%	17,250 $449,000
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $660 - $723	9 Added 0.16%	5,759 $462,000
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $7,570 - $8,357	-110 Reduced 1.88%	5,750 $436,000
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $911,952 - $967,823	-14,400 Reduced 71.08%	5,860 $393,000
Q3 2021 Nov 09, 2021	SELL	$66.91 - $71.05 $78,619 - $83,483	-1,175 Reduced 5.48%	20,260 $1.37 Million
Q2 2020 Aug 03, 2020	BUY	$42.21 - $55.29 $23,004 - $30,133	545 Added 2.61%	21,435 $1.07 Million
Q2 2019 Aug 06, 2019	BUY	N/A	110 Added 0.53%	20,890 $1.17 Million
Q1 2019 May 06, 2019	BUY	N/A	140 Added 0.68%	20,780 $1.14 Million
Q4 2018 Jan 18, 2019	BUY	N/A	20,640 New	20,640 $1.02 Million

Others Institutions Holding SCHV

# of Institutions

897

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History