Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dakota Wealth Management holds 167,412 shares of SCHV stock, worth $4.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

167,412

Previous 53,294 214.13%

Holding current value

$4.54 Million

Previous $4.28 Million 1.89%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $2.94 Million - $9.18 Million	114,118 Added 214.13%	167,412 $4.36 Million
Q3 2024 Oct 23, 2024	SELL	$73.43 - $80.37 $63,884 - $69,921	-870 Reduced 1.61%	53,294 $4.28 Million
Q2 2024 Jul 19, 2024	BUY	$71.74 - $75.86 $675,360 - $714,146	9,414 Added 21.04%	54,164 $4.01 Million
Q1 2024 Apr 24, 2024	BUY	$68.82 - $75.98 $814,691 - $899,451	11,838 Added 35.97%	44,750 $3.4 Million
Q4 2023 Jan 30, 2024	BUY	$61.16 - $70.24 $139,811 - $160,568	2,286 Added 7.46%	32,912 $2.31 Million
Q3 2023 Oct 23, 2023	BUY	$64.45 - $69.39 $203,146 - $218,717	3,152 Added 11.47%	30,626 $1.97 Million
Q2 2023 Jul 31, 2023	BUY	$63.33 - $67.21 $272,002 - $288,666	4,295 Added 18.53%	27,474 $1.84 Million
Q1 2023 Apr 14, 2023	BUY	$62.59 - $69.3 $287,037 - $317,809	4,586 Added 24.67%	23,179 $1.52 Million
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $117,846 - $137,995	1,993 Added 12.01%	18,593 $1.23 Million
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $971,266 - $1.15 Million	16,600 New	16,600 $971,000

Others Institutions Holding SCHV

# of Institutions

855

Shares Held

199M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History