Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History

Schaeffer Financial LLC

  • $98.4 Million
  • Q3 2024

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schaeffer Financial LLC holds 36,900 shares of SCHV stock, worth $1 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
36,900
Previous 36,337 1.55%
Holding current value
$1 Million
Previous $2.69 Million 10.18%
% of portfolio
3.01%
Previous 2.92%

Shares

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

Oct 30, 2024
BUY
$73.43 - $80.37 $41,341 - $45,248
563 Added 1.55%
36,900 $2.97 Million
Q2 2024

Jul 26, 2024
SELL
$71.74 - $75.86 $28,480 - $30,116
-397 Reduced 1.08%
36,337 $2.69 Million
Q1 2024

May 01, 2024
SELL
$68.82 - $75.98 $13,144 - $14,512
-191 Reduced 0.52%
36,734 $2.79 Million
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $2.26 Million - $2.59 Million
36,925 New
36,925 $2.59 Million

Others Institutions Holding SCHV

# of Institutions
848
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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