Sculati Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sculati Wealth Management, LLC

  • $233 Million
  • Q2 2024

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 30,205 shares of SCHV stock, worth $827,919. This represents 0.96% of its overall portfolio holdings.

Number of Shares
30,205
Previous 62,397 51.59%
Holding current value
$827,919
Previous $4.74 Million 52.81%
% of portfolio
0.96%
Previous 2.06%

Shares

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

Aug 09, 2024
SELL
$71.74 - $75.86 $2.31 Million - $2.44 Million
-32,192 Reduced 51.59%
30,205 $2.24 Million
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $31,863 - $35,178
463 Added 0.75%
62,397 $4.74 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $55,288 - $63,496
904 Added 1.48%
61,934 $4.34 Million
Q3 2023

Nov 09, 2023
BUY
$64.45 - $69.39 $114,012 - $122,750
1,769 Added 2.99%
61,030 $3.93 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $177,767 - $188,658
2,807 Added 4.97%
59,261 $3.98 Million
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $9,012 - $9,979
-144 Reduced 0.25%
56,454 $3.7 Million
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $91,651 - $107,321
1,550 Added 2.82%
56,598 $3.74 Million
Q3 2022

Nov 15, 2022
BUY
$58.51 - $69.02 $57,281 - $67,570
979 Added 1.81%
55,048 $3.22 Million
Q2 2022

Aug 09, 2022
BUY
$60.93 - $72.3 $167,557 - $198,825
2,750 Added 5.36%
54,069 $3.38 Million
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $151,738 - $166,259
2,241 Added 4.57%
51,319 $3.66 Million
Q4 2021

Feb 07, 2022
BUY
$67.9 - $73.3 $65,523 - $70,734
965 Added 2.01%
49,078 $3.59 Million
Q3 2021

Nov 02, 2021
BUY
$66.91 - $71.05 $36,131 - $38,367
540 Added 1.14%
48,113 $3.25 Million
Q2 2021

Aug 13, 2021
BUY
$65.81 - $69.75 $29,943 - $31,736
455 Added 0.97%
47,573 $3.25 Million
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $92,761 - $103,742
1,580 Added 3.47%
47,118 $3.08 Million
Q4 2020

Feb 10, 2021
BUY
$50.83 - $59.53 $33,801 - $39,587
665 Added 1.48%
45,538 $2.71 Million
Q3 2020

Nov 13, 2020
BUY
$49.44 - $54.86 $8,355 - $9,271
169 Added 0.38%
44,873 $2.34 Million
Q2 2020

Aug 14, 2020
BUY
$42.21 - $55.29 $57,236 - $74,973
1,356 Added 3.13%
44,704 $2.24 Million
Q1 2020

May 22, 2020
BUY
$38.4 - $61.03 $101,644 - $161,546
2,647 Added 6.5%
43,348 $1.92 Million
Q4 2019

Feb 13, 2020
BUY
$54.73 - $60.25 $2.23 Million - $2.45 Million
40,701 New
40,701 $2.45 Million

Others Institutions Holding SCHV

# of Institutions
818
Shares Held
107M
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 Sculati Wealth Management, LLC Portfolio

Follow Sculati 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 Sculati Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sculati Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email