Safeguard Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Safeguard Financial, LLC

  • $453 Million
  • Q1 2025

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Safeguard Financial, LLC holds 304,620 shares of SCHV stock, worth $8.83 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
304,620
Previous 282,350 7.89%
Holding current value
$8.83 Million
Previous $7.36 Million 8.93%
% of portfolio
1.77%
Previous 1.61%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$25.77 - $27.6 $573,897 - $614,652
22,270 Added 7.89%
304,620 $8.02 Million
Q4 2024

Jan 14, 2025
BUY
$25.79 - $80.4 $5.48 Million - $17.1 Million
212,481 Added 304.11%
282,350 $7.36 Million
Q3 2024

Oct 15, 2024
SELL
$73.43 - $80.37 $181,445 - $198,594
-2,471 Reduced 3.42%
69,869 $5.62 Million
Q2 2024

Aug 07, 2024
BUY
$71.74 - $75.86 $705,849 - $746,386
9,839 Added 15.74%
72,340 $5.36 Million
Q1 2024

Apr 09, 2024
SELL
$68.82 - $75.98 $52,716 - $58,200
-766 Reduced 1.21%
62,501 $4.75 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $241,276 - $277,096
3,945 Added 6.65%
63,267 $4.44 Million
Q3 2023

Oct 30, 2023
SELL
$64.45 - $69.39 $211,976 - $228,223
-3,289 Reduced 5.25%
59,322 $3.82 Million
Q2 2023

Aug 07, 2023
BUY
$63.33 - $67.21 $41,227 - $43,753
651 Added 1.05%
62,611 $4.2 Million
Q1 2023

Apr 26, 2023
SELL
$62.59 - $69.3 $432,684 - $479,070
-6,913 Reduced 10.04%
61,960 $4.06 Million
Q4 2022

Jan 10, 2023
BUY
$59.13 - $69.24 $428,278 - $501,505
7,243 Added 11.75%
68,873 $4.55 Million
Q3 2022

Nov 07, 2022
BUY
$58.51 - $69.02 $553,329 - $652,722
9,457 Added 18.13%
61,630 $3.61 Million
Q2 2022

Aug 03, 2022
BUY
$60.93 - $72.3 $147,450 - $174,966
2,420 Added 4.86%
52,173 $3.26 Million
Q1 2022

Apr 19, 2022
BUY
$67.71 - $74.19 $3.37 Million - $3.69 Million
49,753 New
49,753 $3.55 Million

Others Institutions Holding SCHV

# of Institutions
974
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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