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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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