Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 4,936 shares of SCHV stock, worth $131,889. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,936
Previous 10,175 51.49%
Holding current value
$131,889
Previous $773 Million 52.7%
% of portfolio
0.3%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $375,845 - $397,430
-5,239 Reduced 51.49%
4,936 $366 Million
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $6,881 - $7,598
-100 Reduced 0.97%
10,175 $773 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $628,419 - $721,716
10,275 New
10,275 $720 Million

Others Institutions Holding SCHV

# of Institutions
813
Shares Held
106M
Call Options Held
3.2K
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
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email