Family Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Family Asset Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Family Asset Management, LLC holds 5,402 shares of SCHV stock, worth $146,988. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,402
Previous 6,687 19.22%
Holding current value
$146,988
Previous $495 Million 12.36%
% of portfolio
0.26%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$73.43 - $80.37 $94,357 - $103,275
-1,285 Reduced 19.22%
5,402 $434 Million
Q2 2024

Aug 01, 2024
SELL
$71.74 - $75.86 $650,538 - $687,898
-9,068 Reduced 57.56%
6,687 $495 Million
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $364,126 - $402,010
-5,291 Reduced 25.14%
15,755 $1.2 Billion
Q4 2023

Feb 06, 2024
SELL
$61.16 - $70.24 $1.57 Million - $1.8 Million
-25,603 Reduced 54.88%
21,046 $1.48 Billion
Q3 2023

Nov 02, 2023
SELL
$64.45 - $69.39 $1.13 Million - $1.22 Million
-17,527 Reduced 27.31%
46,649 $3.01 Billion
Q2 2023

Jul 27, 2023
SELL
$63.33 - $67.21 $223,428 - $237,116
-3,528 Reduced 5.21%
64,176 $4.31 Billion
Q1 2023

May 03, 2023
BUY
$62.59 - $69.3 $236,777 - $262,161
3,783 Added 5.92%
67,704 $4.44 Billion
Q4 2022

Jan 18, 2023
BUY
$59.13 - $69.24 $3.78 Million - $4.43 Million
63,921 New
63,921 $4.22 Billion

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
165M
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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