Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

Sunbelt Securities, Inc.

  • $897 Million
  • Q2 2024

A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 111,765 shares of SCHV stock, worth $2.99 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
111,765
Previous 103,685 7.79%
Holding current value
$2.99 Million
Previous $7.88 Million 5.1%
% of portfolio
0.92%
Previous 0.94%

Shares

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

Aug 15, 2024
BUY
$71.74 - $75.86 $579,659 - $612,948
8,080 Added 7.79%
111,765 $8.28 Million
Q1 2024

Apr 15, 2024
BUY
$68.82 - $75.98 $43,700 - $48,247
635 Added 0.62%
103,685 $7.88 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $422,187 - $484,866
6,903 Added 7.18%
103,050 $7.22 Million
Q3 2023

Dec 11, 2023
BUY
$64.45 - $69.39 $800,211 - $861,546
12,416 Added 14.83%
96,147 $6.2 Million
Q2 2023

Aug 15, 2023
BUY
$63.33 - $67.21 $252,876 - $268,369
3,993 Added 5.01%
83,731 $5.62 Million
Q1 2023

May 17, 2023
SELL
$62.59 - $69.3 $15,334 - $16,978
-245 Reduced 0.31%
79,738 $5.23 Million
Q4 2022

Feb 08, 2023
BUY
$59.13 - $69.24 $41,154 - $48,191
696 Added 0.88%
79,983 $5.28 Million
Q3 2022

Nov 21, 2022
BUY
$58.51 - $69.02 $351,937 - $415,155
6,015 Added 8.21%
79,287 $4.64 Million
Q2 2022

Oct 03, 2022
BUY
$60.93 - $72.3 $217,032 - $257,532
3,562 Added 5.11%
73,272 $4.57 Million
Q1 2022

May 16, 2022
BUY
$67.71 - $74.19 $127,159 - $139,328
1,878 Added 2.77%
69,710 $5.05 Million
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $980,340 - $1.06 Million
14,438 Added 27.04%
67,832 $4.87 Million
Q2 2021

Jul 29, 2021
BUY
$65.81 - $69.75 $673,565 - $713,891
10,235 Added 23.71%
53,394 $3.63 Million
Q1 2021

May 27, 2021
BUY
$58.71 - $65.66 $1.41 Million - $1.58 Million
24,013 Added 125.42%
43,159 $2.82 Million
Q4 2020

Feb 09, 2021
SELL
$50.83 - $59.53 $27,804 - $32,562
-547 Reduced 2.78%
19,146 $1.14 Million
Q3 2020

Nov 17, 2020
BUY
$49.44 - $54.86 $973,621 - $1.08 Million
19,693 New
19,693 $1.07 Million
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $125 Million - $164 Million
-2,963,615 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$38.4 - $61.03 $112 Million - $178 Million
2,916,764 Added 6225.62%
2,963,615 $162 Million
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $2.56 Million - $2.82 Million
46,851 New
46,851 $704 Million

Others Institutions Holding SCHV

# of Institutions
811
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 Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, 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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email