Briaud Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 2024

A detailed history of Briaud Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 1,557 shares of SCHV stock, worth $41,011. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,557
Previous 519 200.0%
Holding current value
$41,011
Previous $41,000 2.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 07, 2025
BUY
$25.79 - $80.4 $26,770 - $83,455
1,038 Added 200.0%
1,557 $40,000
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $35,717 - $39,433
519 New
519 $40,000
Q3 2023

Nov 03, 2023
BUY
$64.45 - $69.39 $33,449 - $36,013
519 New
519 $33,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
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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