Columbia Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Columbia Advisory Partners LLC

  • $91.3 Million
  • Q4 2024

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 29,297 shares of SCHV stock, worth $798,050. This represents 0.84% of its overall portfolio holdings.

Number of Shares
29,297
Holding current value
$798,050
% of portfolio
0.84%

Shares

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

Jan 13, 2025
BUY
$25.79 - $80.4 $755,569 - $2.36 Million
29,297 New
29,297 $763,000
Q2 2024

Jul 12, 2024
SELL
$71.74 - $75.86 $226,841 - $239,869
-3,162 Reduced 32.68%
6,513 $482,000
Q1 2024

Apr 12, 2024
BUY
$68.82 - $75.98 $400,532 - $442,203
5,820 Added 150.97%
9,675 $735,000
Q4 2023

Jan 09, 2024
BUY
$61.16 - $70.24 $44,707 - $51,345
731 Added 23.4%
3,855 $270,000
Q3 2023

Oct 16, 2023
SELL
$64.45 - $69.39 $7,476 - $8,049
-116 Reduced 3.58%
3,124 $201,000
Q1 2023

May 09, 2023
SELL
$62.59 - $69.3 $58,646 - $64,934
-937 Reduced 22.43%
3,240 $212,000
Q4 2022

Jan 27, 2023
BUY
$59.13 - $69.24 $246,986 - $289,215
4,177 New
4,177 $275,000

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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