Klingman & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Klingman & Associates, LLC holds 11,442 shares of SCHV stock, worth $315,112. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,442
Previous 5,815 96.77%
Holding current value
$315,112
Previous $467,000 36.19%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.79 - $80.4 $145,120 - $452,410
5,627 Added 96.77%
11,442 $298,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $33,646 - $35,578
-469 Reduced 7.46%
5,815 $430,000
Q1 2024

May 01, 2024
SELL
$68.82 - $75.98 $46,040 - $50,830
-669 Reduced 9.62%
6,284 $477,000
Q3 2023

Oct 30, 2023
BUY
$64.45 - $69.39 $8,636 - $9,298
134 Added 1.97%
6,953 $448,000
Q1 2023

May 03, 2023
BUY
$62.59 - $69.3 $9,889 - $10,949
158 Added 2.37%
6,819 $447,000
Q4 2022

Feb 03, 2023
SELL
$59.13 - $69.24 $7,095 - $8,308
-120 Reduced 1.77%
6,661 $439,000
Q3 2022

Oct 28, 2022
BUY
$58.51 - $69.02 $2,340 - $2,760
40 Added 0.59%
6,781 $397,000
Q1 2022

May 06, 2022
SELL
$67.71 - $74.19 $15,573 - $17,063
-230 Reduced 3.3%
6,741 $481,000
Q3 2021

Nov 01, 2021
BUY
$66.91 - $71.05 $94,878 - $100,748
1,418 Added 25.54%
6,971 $470,000
Q2 2021

Jul 27, 2021
SELL
$65.81 - $69.75 $31,917 - $33,828
-485 Reduced 8.03%
5,553 $380,000
Q1 2021

Apr 29, 2021
BUY
$58.71 - $65.66 $34,580 - $38,673
589 Added 10.81%
6,038 $394,000
Q3 2020

Nov 03, 2020
BUY
$49.44 - $54.86 $60,564 - $67,203
1,225 Added 29.0%
5,449 $284,000
Q2 2020

Aug 04, 2020
BUY
$42.21 - $55.29 $178,295 - $233,544
4,224 New
4,224 $212,000

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email