A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 15,665 shares of SCHV stock, worth $418,568. This represents 1.01% of its overall portfolio holdings.

Number of Shares
15,665
Previous 15,700 0.22%
Holding current value
$418,568
Previous $1.19 Billion 2.18%
% of portfolio
1.01%
Previous 1.13%

Shares

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

Jul 16, 2024

SELL
$71.74 - $75.86 $2,510 - $2,655
-35 Reduced 0.22%
15,665 $1.16 Billion
Q4 2023

Jan 23, 2024

SELL
$61.16 - $70.24 $13,455 - $15,452
-220 Reduced 1.38%
15,700 $1.1 Billion
Q2 2023

Jul 26, 2023

SELL
$63.33 - $67.21 $12,666 - $13,441
-200 Reduced 1.24%
15,920 $1.07 Billion
Q4 2022

Jan 30, 2023

BUY
$59.13 - $69.24 $953,175 - $1.12 Million
16,120 New
16,120 $1.06 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Seed Wealth Management, Inc. Portfolio

Follow Seed Wealth Management, Inc. 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 Seed Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seed Wealth Management, Inc. with notifications on news.