Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 5,525 shares of SCHV stock, worth $145,473. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,525
Previous 5,950 7.14%
Holding current value
$145,473
Previous $440,000 0.91%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$73.43 - $80.37 $31,207 - $34,157
-425 Reduced 7.14%
5,525 $444,000
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $57,678 - $60,991
804 Added 15.62%
5,950 $440,000
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $24,981 - $27,580
363 Added 7.59%
5,146 $390,000
Q4 2023

Jan 30, 2024
SELL
$61.16 - $70.24 $77,000 - $88,432
-1,259 Reduced 20.84%
4,783 $335,000
Q3 2023

Oct 17, 2023
SELL
$64.45 - $69.39 $9,087 - $9,783
-141 Reduced 2.28%
6,042 $389,000
Q2 2023

Jul 19, 2023
SELL
$63.33 - $67.21 $69,283 - $73,527
-1,094 Reduced 15.03%
6,183 $414,000
Q1 2023

May 10, 2023
SELL
$62.59 - $69.3 $1,376 - $1,524
-22 Reduced 0.3%
7,277 $477,000
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $7,568 - $8,862
-128 Reduced 1.72%
7,299 $481,000
Q3 2022

Oct 26, 2022
SELL
$58.51 - $69.02 $32,531 - $38,375
-556 Reduced 6.96%
7,427 $434,000
Q2 2022

Aug 10, 2022
BUY
$60.93 - $72.3 $18,339 - $21,762
301 Added 3.92%
7,983 $498,000
Q1 2022

May 13, 2022
SELL
$67.71 - $74.19 $13,677 - $14,986
-202 Reduced 2.56%
7,682 $548,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $49,431 - $53,362
-728 Reduced 8.45%
7,884 $577,000
Q3 2021

Nov 02, 2021
SELL
$66.91 - $71.05 $13,515 - $14,352
-202 Reduced 2.29%
8,612 $581,000
Q2 2021

Jul 27, 2021
SELL
$65.81 - $69.75 $1,908 - $2,022
-29 Reduced 0.33%
8,814 $602,000
Q1 2021

May 11, 2021
SELL
$58.71 - $65.66 $27,241 - $30,466
-464 Reduced 4.99%
8,843 $577,000
Q4 2020

Feb 09, 2021
SELL
$50.83 - $59.53 $38,173 - $44,707
-751 Reduced 7.47%
9,307 $554,000
Q3 2020

Oct 20, 2020
BUY
$49.44 - $54.86 $543 - $603
11 Added 0.11%
10,058 $524,000
Q2 2020

Jul 02, 2020
BUY
$42.21 - $55.29 $1,603 - $2,101
38 Added 0.38%
10,047 $0
Q1 2020

Apr 01, 2020
BUY
$38.4 - $61.03 $104,409 - $165,940
2,719 Added 37.3%
10,009 $0
Q4 2019

Feb 11, 2020
BUY
$54.73 - $60.25 $54 - $60
1 Added 0.01%
7,290 $0
Q3 2019

Oct 09, 2019
BUY
$56.56 - $57.5 $80,598 - $81,937
1,425 Added 24.3%
7,289 $0
Q2 2019

Aug 14, 2019
BUY
N/A
382 Added 6.97%
5,864 $329,000
Q1 2019

May 08, 2019
SELL
N/A
-355 Reduced 6.08%
5,482 $300,000
Q4 2018

Feb 13, 2019
BUY
N/A
619 Added 11.86%
5,837 $287,000
Q3 2018

Nov 14, 2018
BUY
N/A
936 Added 21.86%
5,218 $293,000
Q2 2018

Aug 16, 2018
SELL
N/A
-265 Reduced 5.83%
4,282 $227,000
Q1 2018

May 15, 2018
BUY
N/A
434 Added 10.55%
4,547 $240,000
Q4 2017

Feb 08, 2018
BUY
N/A
628 Added 18.02%
4,113 $225,000
Q3 2017

Nov 08, 2017
BUY
N/A
3,485
3,485 $181,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
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
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More about SCHV
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