Prestige Wealth Management Group LLC Schwab Strategic Tr Us Large C Transaction History

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 11,457 shares of SCHV stock, worth $306,703. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,457
Previous 3,819 200.0%
Holding current value
$306,703
Previous $306,000 2.61%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 11, 2025
BUY
$25.79 - $80.4 $196,984 - $614,095
7,638 Added 200.0%
11,457 $298,000
Q3 2024

Nov 14, 2024
SELL
$73.43 - $80.37 $55,072 - $60,277
-750 Reduced 16.41%
3,819 $306,000
Q1 2024

Apr 26, 2024
SELL
$68.82 - $75.98 $68 - $75
-1 Reduced 0.02%
4,569 $347,000
Q3 2023

Apr 26, 2024
SELL
$64.45 - $69.39 $44,857 - $48,295
-696 Reduced 13.22%
4,570 $294,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $44,857 - $48,295
-696 Reduced 13.22%
4,570 $294,000
Q1 2023

Apr 26, 2024
BUY
$62.59 - $69.3 $43,625 - $48,302
697 Added 15.25%
5,266 $345,000
Q3 2022

Nov 01, 2022
SELL
$58.51 - $69.02 $58 - $69
-1 Reduced 0.02%
5,266 $308,000
Q1 2022

May 05, 2022
SELL
$67.71 - $74.19 $17,198 - $18,844
-254 Reduced 4.6%
5,267 $376,000
Q4 2021

Feb 15, 2022
SELL
$67.9 - $73.3 $7,808 - $8,429
-115 Reduced 2.04%
5,521 $404,000
Q3 2021

Nov 12, 2021
SELL
$66.91 - $71.05 $602 - $639
-9 Reduced 0.16%
5,636 $380,000
Q1 2021

May 13, 2021
SELL
$58.71 - $65.66 $22,603 - $25,279
-385 Reduced 6.38%
5,645 $369,000
Q4 2020

Feb 17, 2021
SELL
$50.83 - $59.53 $355 - $416
-7 Reduced 0.12%
6,030 $359,000
Q3 2020

Oct 26, 2020
SELL
$49.44 - $54.86 $107,630 - $119,430
-2,177 Reduced 26.5%
6,037 $315,000
Q2 2020

Aug 13, 2020
SELL
$42.21 - $55.29 $878,094 - $1.15 Million
-20,803 Reduced 71.69%
8,214 $412,000
Q1 2020

May 15, 2020
SELL
$38.4 - $61.03 $164,928 - $262,123
-4,295 Reduced 12.89%
29,017 $1.29 Million
Q4 2019

Jan 28, 2020
BUY
$54.73 - $60.25 $24,847 - $27,353
454 Added 1.38%
33,312 $2 Million
Q3 2019

Nov 14, 2019
SELL
$56.56 - $57.5 $7,013 - $7,130
-124 Reduced 0.38%
32,858 $1.86 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-2,176 Reduced 6.19%
32,982 $1.85 Million
Q1 2019

Aug 16, 2019
SELL
N/A
-1,931 Reduced 5.21%
35,158 $1.92 Million
Q4 2018

Apr 16, 2019
BUY
N/A
37,089 New
37,089 $1.83 Million

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
327M
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
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