Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,273 shares of SCHV stock, worth $225,356. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,273
Previous 2,766 199.1%
Holding current value
$225,356
Previous $222 Million 2.98%
% of portfolio
0.17%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.79 - $80.4 $142,025 - $442,762
5,507 Added 199.1%
8,273 $216 Million
Q2 2024

Jul 31, 2024
SELL
$71.74 - $75.86 $97,781 - $103,397
-1,363 Reduced 33.01%
2,766 $205 Million
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $218,159 - $240,856
-3,170 Reduced 43.43%
4,129 $314 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $446,406 - $512,681
7,299 New
7,299 $512 Million

Others Institutions Holding SCHV

# of Institutions
883
Shares Held
321M
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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