Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History

Diversified Portfolios, Inc.

  • $778 Million
  • Q1 2025

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 322,064 shares of SCHV stock, worth $8.08 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
322,064
Previous 300,621 7.13%
Holding current value
$8.08 Million
Previous $7.84 Million 9.23%
% of portfolio
1.1%
Previous 0.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$25.77 - $27.6 $552,586 - $591,826
21,443 Added 7.13%
322,064 $8.56 Million
Q4 2024

Jan 29, 2025
BUY
$25.79 - $80.4 $5.38 Million - $16.8 Million
208,629 Added 226.79%
300,621 $7.84 Million
Q3 2024

Nov 06, 2024
BUY
$73.43 - $80.37 $710,655 - $777,820
9,678 Added 11.76%
91,992 $7.39 Million
Q2 2024

Jul 22, 2024
BUY
$71.74 - $75.86 $159,406 - $168,560
2,222 Added 2.77%
82,314 $6.1 Million
Q1 2024

May 07, 2024
BUY
$68.82 - $75.98 $858,323 - $947,622
12,472 Added 18.44%
80,092 $6.09 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $1.54 Million - $1.76 Million
25,106 Added 59.05%
67,620 $4.74 Million
Q3 2023

Nov 02, 2023
BUY
$64.45 - $69.39 $443,738 - $477,750
6,885 Added 19.32%
42,514 $2.74 Million
Q2 2023

Aug 09, 2023
BUY
$63.33 - $67.21 $1.4 Million - $1.48 Million
22,042 Added 162.23%
35,629 $2.39 Million
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $487,450 - $539,708
7,788 Added 134.3%
13,587 $891,000
Q4 2022

Jan 24, 2023
SELL
$59.13 - $69.24 $136,353 - $159,667
-2,306 Reduced 28.45%
5,799 $0
Q3 2022

Nov 07, 2022
BUY
$58.51 - $69.02 $104,966 - $123,821
1,794 Added 28.43%
8,105 $474,000
Q2 2022

Aug 09, 2022
BUY
$60.93 - $72.3 $384,529 - $456,285
6,311 New
6,311 $394,000

Others Institutions Holding SCHV

# of Institutions
895
Shares Held
328M
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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