Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advocates Investment Management holds 60,904 shares of SCHV stock, worth $1.62 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
60,904
Previous 20,415 198.33%
Holding current value
$1.62 Million
Previous $1.64 Million 3.23%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 27, 2025
BUY
$25.79 - $80.4 $1.04 Million - $3.26 Million
40,489 Added 198.33%
60,904 $1.59 Million
Q3 2024

Oct 25, 2024
SELL
$73.43 - $80.37 $131,733 - $144,183
-1,794 Reduced 8.08%
20,415 $1.64 Million
Q2 2024

Jul 26, 2024
SELL
$71.74 - $75.86 $73,963 - $78,211
-1,031 Reduced 4.44%
22,209 $1.65 Million
Q1 2024

May 01, 2024
SELL
$68.82 - $75.98 $415,535 - $458,767
-6,038 Reduced 20.62%
23,240 $1.77 Million
Q4 2023

Feb 08, 2024
SELL
$61.16 - $70.24 $3,791 - $4,354
-62 Reduced 0.21%
29,278 $2.05 Million
Q3 2023

Oct 27, 2023
BUY
$64.45 - $69.39 $185,938 - $200,190
2,885 Added 10.91%
29,340 $1.89 Million
Q2 2023

Aug 07, 2023
SELL
$63.33 - $67.21 $167,254 - $177,501
-2,641 Reduced 9.08%
26,455 $1.77 Million
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $497,966 - $551,350
-7,956 Reduced 21.47%
29,096 $1.91 Million
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $1.81 Million - $2.12 Million
-30,572 Reduced 45.21%
37,052 $2.45 Million
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $542,446 - $639,884
-9,271 Reduced 12.06%
67,624 $3.94 Million
Q2 2022

Aug 12, 2022
BUY
$60.93 - $72.3 $200,337 - $237,722
3,288 Added 4.47%
76,895 $4.8 Million
Q1 2022

May 11, 2022
BUY
$67.71 - $74.19 $406,056 - $444,917
5,997 Added 8.87%
73,607 $5.25 Million
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $430,825 - $465,088
6,345 Added 10.36%
67,610 $4.95 Million
Q3 2021

Nov 04, 2021
BUY
$66.91 - $71.05 $561,307 - $596,038
8,389 Added 15.87%
61,265 $4.13 Million
Q2 2021

Aug 03, 2021
BUY
$65.81 - $69.75 $366,035 - $387,949
5,562 Added 11.76%
52,876 $3.62 Million
Q1 2021

May 10, 2021
BUY
$58.71 - $65.66 $668,295 - $747,407
11,383 Added 31.68%
47,314 $3.08 Million
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $288,968 - $338,428
5,685 Added 18.8%
35,931 $2.15 Million
Q3 2020

Nov 04, 2020
BUY
$49.44 - $54.86 $173,287 - $192,284
3,505 Added 13.11%
30,246 $1.58 Million
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $124,055 - $162,497
-2,939 Reduced 9.9%
26,741 $1.34 Million
Q1 2020

Apr 29, 2020
SELL
$38.4 - $61.03 $448,473 - $712,769
-11,679 Reduced 28.24%
29,680 $1.31 Million
Q4 2019

Feb 13, 2020
BUY
$54.73 - $60.25 $95,832 - $105,497
1,751 Added 4.42%
41,359 $2.49 Million
Q3 2019

Nov 13, 2019
BUY
$56.56 - $57.5 $435,398 - $442,635
7,698 Added 24.12%
39,608 $2.25 Million
Q2 2019

Aug 08, 2019
BUY
N/A
11,216 Added 54.2%
31,910 $1.79 Million
Q1 2019

May 16, 2019
BUY
N/A
19,100 Added 1198.24%
20,694 $1.13 Million
Q4 2018

Feb 14, 2019
BUY
N/A
12 Added 0.76%
1,594 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,582 New
1,582 $0

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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