Janiczek Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 4,128 shares of SCHV stock, worth $103,158. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,128

Previous 4,185 1.36%

Holding current value

$103,158

Previous $317,000 3.79%

% of portfolio

0.06%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$71.74 - $75.86 $4,089 - $4,324	-57 Reduced 1.36%	4,128 $305,000
Q4 2023 Jan 26, 2024	SELL	$61.16 - $70.24 $2,262 - $2,598	-37 Reduced 0.88%	4,185 $293,000
Q3 2023 Oct 13, 2023	BUY	$64.45 - $69.39 $64 - $69	1 Added 0.02%	4,222 $272,000
Q1 2023 Apr 21, 2023	SELL	$62.59 - $69.3 $7,635 - $8,454	-122 Reduced 2.81%	4,221 $276,000
Q4 2022 Jan 20, 2023	SELL	$59.13 - $69.24 $6,208 - $7,270	-105 Reduced 2.36%	4,343 $0
Q2 2022 Aug 03, 2022	BUY	$60.93 - $72.3 $60 - $72	1 Added 0.02%	4,448 $296,000
Q4 2021 Feb 02, 2022	BUY	$67.9 - $73.3 $16,703 - $18,031	246 Added 5.86%	4,447 $326,000
Q1 2021 Apr 28, 2021	SELL	$58.71 - $65.66 $12,152 - $13,591	-207 Reduced 4.7%	4,201 $274,000
Q2 2020 Jul 17, 2020	SELL	$42.21 - $55.29 $299,015 - $391,674	-7,084 Reduced 61.64%	4,408 $221,000
Q1 2020 Apr 20, 2020	SELL	$38.4 - $61.03 $9.23 Million - $14.7 Million	-240,252 Reduced 95.44%	11,492 $509,000
Q4 2019 Feb 05, 2020	SELL	$54.73 - $60.25 $850,121 - $935,863	-15,533 Reduced 5.81%	251,744 $15.1 Million
Q3 2019 Oct 30, 2019	SELL	$56.56 - $57.5 $342,357 - $348,047	-6,053 Reduced 2.21%	267,277 $15.2 Million
Q2 2019 Jul 22, 2019	BUY	N/A	16,083 Added 6.25%	273,330 $15.3 Million
Q1 2019 May 02, 2019	BUY	N/A	34,377 Added 15.42%	257,247 $14.1 Million
Q4 2018 Jan 28, 2019	BUY	N/A	222,870 New	222,870 $11 Million

Others Institutions Holding SCHV

# of Institutions

892

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Janiczek Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History