Marks Group Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 21,558 shares of SCHV stock, worth $588,533. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,558
Previous 7,186 200.0%
Holding current value
$588,533
Previous $577,000 2.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$25.79 - $80.4 $370,653 - $1.16 Million
14,372 Added 200.0%
21,558 $562,000
Q4 2021

Mar 03, 2022
BUY
$67.9 - $73.3 $487,929 - $526,733
7,186 New
7,186 $526,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $487,929 - $526,733
-7,186 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$42.21 - $55.29 $590 - $774
-14 Reduced 0.19%
7,186 $360,000
Q1 2020

Apr 23, 2020
BUY
$38.4 - $61.03 $276,480 - $439,416
7,200 New
7,200 $319,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
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 Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc 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 Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email