Newman & Schimel, LLC Schwab Strategic Tr Us Large C Transaction History

Newman & Schimel, LLC

$221 Million
Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Newman & Schimel, LLC holds 7,319 shares of SCHV stock, worth $212,177. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,319

Previous 7,785 5.99%

Holding current value

$212,177

Previous $456,000 5.92%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$59.13 - $69.24 $27,554 - $32,265	-466 Reduced 5.99%	7,319 $0
Q3 2022 Oct 25, 2022	SELL	$58.51 - $69.02 $28,728 - $33,888	-491 Reduced 5.93%	7,785 $456,000
Q2 2022 Jul 14, 2022	SELL	$60.93 - $72.3 $20,533 - $24,365	-337 Reduced 3.91%	8,276 $517,000
Q1 2022 Apr 15, 2022	SELL	$67.71 - $74.19 $10,427 - $11,425	-154 Reduced 1.76%	8,613 $615,000
Q4 2021 Jan 18, 2022	BUY	$67.9 - $73.3 $8,555 - $9,235	126 Added 1.46%	8,767 $642,000

Q3 2021 Oct 07, 2021	SELL	$66.91 - $71.05 $2,877 - $3,055	-43 Reduced 0.5%	8,641 $583,000
Q2 2021 Jul 06, 2021	SELL	$65.81 - $69.75 $31,193 - $33,061	-474 Reduced 5.18%	8,684 $594,000
Q1 2021 Apr 08, 2021	BUY	$58.71 - $65.66 $2,113 - $2,363	36 Added 0.39%	9,158 $598,000
Q4 2020 Jan 21, 2021	BUY	$50.83 - $59.53 $463,671 - $543,032	9,122 New	9,122 $543,000

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Newman & Schimel, LLC Schwab Strategic Tr Us Large C Transaction History