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 $202,768. This represents 0.35% of its overall portfolio holdings.

Number of Shares

7,485

Previous 7,438 0.63%

Holding current value

$202,768

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

846

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

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