Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 29,522 shares of SCHV stock, worth $807,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,522
Previous 9,859 199.44%
Holding current value
$807,131
Previous $792,000 2.9%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $507,108 - $1.58 Million
19,663 Added 199.44%
29,522 $769,000
Q3 2024

Nov 14, 2024
SELL
$73.43 - $80.37 $322,210 - $352,663
-4,388 Reduced 30.8%
9,859 $792,000
Q2 2024

Aug 08, 2024
SELL
$71.74 - $75.86 $52,513 - $55,529
-732 Reduced 4.89%
14,247 $1.06 Million
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $144,177 - $159,178
2,095 Added 16.26%
14,979 $1.14 Million
Q4 2023

Feb 12, 2024
SELL
$61.16 - $70.24 $5,198 - $5,970
-85 Reduced 0.66%
12,884 $903,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $125,677 - $135,310
-1,950 Reduced 13.07%
12,969 $835,000
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $351,988 - $373,553
-5,558 Reduced 27.14%
14,919 $1 Million
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $1.56 Million - $1.72 Million
-24,884 Reduced 54.86%
20,477 $1.34 Million
Q4 2022

Feb 15, 2023
BUY
$59.13 - $69.24 $747,935 - $875,816
12,649 Added 38.67%
45,361 $2.99 Million
Q3 2022

Nov 10, 2022
BUY
$58.51 - $69.02 $1.52 Million - $1.79 Million
25,972 Added 385.34%
32,712 $1.91 Million
Q2 2022

Aug 04, 2022
BUY
$60.93 - $72.3 $27,662 - $32,824
454 Added 7.22%
6,740 $421,000
Q4 2021

Feb 08, 2022
SELL
$67.9 - $73.3 $543 - $586
-8 Reduced 0.13%
6,286 $460,000
Q3 2021

Nov 12, 2021
SELL
$66.91 - $71.05 $15,054 - $15,986
-225 Reduced 3.45%
6,294 $425,000
Q2 2021

Aug 13, 2021
SELL
$65.81 - $69.75 $70,350 - $74,562
-1,069 Reduced 14.09%
6,519 $446,000
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $49,433 - $55,285
842 Added 12.48%
7,588 $0
Q4 2020

Feb 11, 2021
BUY
$50.83 - $59.53 $223,296 - $261,515
4,393 Added 186.7%
6,746 $402,000
Q2 2020

Aug 06, 2020
SELL
$42.21 - $55.29 $29,589 - $38,758
-701 Reduced 22.95%
2,353 $118,000
Q1 2020

Apr 29, 2020
SELL
$38.4 - $61.03 $384 - $610
-10 Reduced 0.33%
3,054 $135,000
Q4 2019

Jan 17, 2020
BUY
$54.73 - $60.25 $139,397 - $153,456
2,547 Added 492.65%
3,064 $184,000
Q2 2019

Jul 25, 2019
BUY
N/A
517 New
517 $29,000
Q4 2018

Jan 15, 2019
SELL
N/A
-261 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
250 Added 2272.73%
261 $15,000
Q2 2018

Jul 20, 2018
BUY
N/A
11 New
11 $1,000

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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