Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 9,935 shares of SCHV stock, worth $248,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,935

Previous 10,109 1.72%

Holding current value

$248,275

Previous $263,000 0.38%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$25.77 - $27.6 $4,483 - $4,802	-174 Reduced 1.72%	9,935 $264,000
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $184,346 - $574,699	7,148 Added 241.4%	10,109 $263,000
Q3 2024 Oct 25, 2024	BUY	$73.43 - $80.37 $73 - $80	1 Added 0.03%	2,961 $237,000
Q2 2024 Jul 15, 2024	BUY	$71.74 - $75.86 $7,389 - $7,813	103 Added 3.61%	2,960 $219,000
Q1 2024 Apr 30, 2024	BUY	$68.82 - $75.98 $894 - $987	13 Added 0.46%	2,857 $217,000
Q1 2023 Apr 19, 2023	SELL	$62.59 - $69.3 $3,192 - $3,534	-51 Reduced 1.76%	2,844 $186,000
Q3 2022 Oct 21, 2022	BUY	$58.51 - $69.02 $3,920 - $4,624	67 Added 2.37%	2,895 $169,000
Q2 2022 Aug 02, 2022	SELL	$60.93 - $72.3 $913 - $1,084	-15 Reduced 0.53%	2,828 $177,000
Q1 2022 May 02, 2022	SELL	$67.71 - $74.19 $744 - $816	-11 Reduced 0.39%	2,843 $203,000
Q4 2021 Feb 03, 2022	SELL	$67.9 - $73.3 $12,901 - $13,927	-190 Reduced 6.24%	2,854 $209,000
Q3 2021 Nov 09, 2021	BUY	$66.91 - $71.05 $8,296 - $8,810	124 Added 4.25%	3,044 $205,000
Q2 2021 Aug 04, 2021	SELL	$65.81 - $69.75 $54,293 - $57,543	-825 Reduced 22.03%	2,920 $200,000
Q1 2021 Apr 28, 2021	SELL	$58.71 - $65.66 $23,131 - $25,870	-394 Reduced 9.52%	3,745 $244,000
Q4 2020 Feb 01, 2021	BUY	$50.83 - $59.53 $15,045 - $17,620	296 Added 7.7%	4,139 $246,000
Q3 2020 Oct 28, 2020	SELL	$49.44 - $54.86 $56,312 - $62,485	-1,139 Reduced 22.86%	3,843 $201,000
Q2 2020 Aug 05, 2020	BUY	$42.21 - $55.29 $15,068 - $19,738	357 Added 7.72%	4,982 $250,000
Q4 2019 Feb 03, 2020	BUY	$54.73 - $60.25 $46,465 - $51,152	849 Added 22.48%	4,625 $278,000
Q3 2019 Oct 31, 2019	BUY	$56.56 - $57.5 $8,484 - $8,625	150 Added 4.14%	3,776 $214,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,617 Added 80.49%	3,626 $204,000
Q4 2018 Jan 28, 2019	BUY	N/A	450 Added 28.86%	2,009 $99,000
Q3 2018 Nov 09, 2018	BUY	N/A	1,024 Added 191.4%	1,559 $87,000
Q4 2017 Jan 31, 2018	BUY	N/A	123 Added 29.85%	535 $29,000
Q3 2017 Oct 20, 2017	BUY	N/A	412	412 $21,000

Others Institutions Holding SCHV

# of Institutions

893

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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Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History