Apella Capital, LLC Schwab Strategic Tr Us Large C Transaction History

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024

A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apella Capital, LLC holds 3,008 shares of SCHV stock, worth $79,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,008
Previous 3,008 -0.0%
Holding current value
$79,381
Previous $222,000 8.56%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024
BUY
$61.16 - $70.24 $183,969 - $211,281
3,008 New
3,008 $210,000
Q2 2023

Jul 06, 2023
BUY
$63.33 - $67.21 $190,496 - $202,167
3,008 New
3,008 $201,000
Q2 2022

Jul 08, 2022
SELL
$60.93 - $72.3 $183,277 - $217,478
-3,008 Closed
0 $0
Q1 2022

Apr 11, 2022
SELL
$67.71 - $74.19 $40,625 - $44,514
-600 Reduced 16.63%
3,008 $0
Q3 2021

Jan 18, 2022
BUY
$66.91 - $71.05 $241,411 - $256,348
3,608 New
3,608 $243,000
Q3 2021

Oct 12, 2021
SELL
$66.91 - $71.05 $241,411 - $256,348
-3,608 Closed
0 $0
Q2 2021

Jan 18, 2022
BUY
$65.81 - $69.75 $237,442 - $251,658
3,608 New
3,608 $247,000

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 Apella Capital, LLC Portfolio

Follow Apella Capital, 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email