Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 7,485 shares of SCHV stock, worth $197,529. This represents 0.35% of its overall portfolio holdings.

Number of Shares

7,485

Previous 7,438 0.63%

Holding current value

$197,529

Previous $551 Million 9.17%

% of portfolio

0.35%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $3,451 - $3,777	47 Added 0.63%	7,485 $602 Million
Q2 2024 Jul 17, 2024	BUY	$71.74 - $75.86 $4,734 - $5,006	66 Added 0.9%	7,438 $551 Million
Q1 2024 May 13, 2024	BUY	$68.82 - $75.98 $1,101 - $1,215	16 Added 0.22%	7,372 $560 Million
Q4 2023 Feb 07, 2024	SELL	$61.16 - $70.24 $132,166 - $151,788	-2,161 Reduced 22.71%	7,356 $516 Million
Q3 2023 Oct 19, 2023	SELL	$64.45 - $69.39 $60,067 - $64,671	-932 Reduced 8.92%	9,517 $613 Million
Q2 2023 Jul 19, 2023	SELL	$63.33 - $67.21 $272,635 - $289,339	-4,305 Reduced 29.18%	10,449 $701 Million
Q1 2023 May 10, 2023	SELL	$62.59 - $69.3 $490,204 - $542,757	-7,832 Reduced 34.68%	14,754 $968 Million
Q4 2022 Jan 25, 2023	BUY	$59.13 - $69.24 $1.34 Million - $1.56 Million	22,586 New	22,586 $1.49 Billion

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History