Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Investments & Financial Planning, LLC

$162 Million
Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 10,180 shares of SCHV stock, worth $280,357. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,180

Previous 3,407 198.8%

Holding current value

$280,357

Previous $273,000 2.93%

% of portfolio

0.16%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.79 - $80.4 $174,675 - $544,549	6,773 Added 198.8%	10,180 $265,000
Q3 2024 Oct 15, 2024	BUY	$73.43 - $80.37 $293 - $321	4 Added 0.12%	3,407 $273,000
Q2 2024 Jul 18, 2024	SELL	$71.74 - $75.86 $1,793 - $1,896	-25 Reduced 0.73%	3,403 $252,000
Q1 2024 May 03, 2024	BUY	$68.82 - $75.98 $68 - $75	1 Added 0.03%	3,428 $260,000
Q4 2023 Jan 18, 2024	SELL	$61.16 - $70.24 $795 - $913	-13 Reduced 0.38%	3,427 $240,000
Q3 2023 Oct 18, 2023	BUY	$64.45 - $69.39 $1,482 - $1,595	23 Added 0.67%	3,440 $221,000
Q2 2023 Jul 18, 2023	BUY	$63.33 - $67.21 $63 - $67	1 Added 0.03%	3,417 $229,000
Q1 2023 May 02, 2023	BUY	$62.59 - $69.3 $2,879 - $3,187	46 Added 1.36%	3,416 $224,000
Q4 2022 Feb 28, 2023	BUY	$59.13 - $69.24 $199,268 - $233,338	3,370 New	3,370 $222,000

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History