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

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 923,003 shares of SCHV stock, worth $25.1 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
923,003
Previous 306,635 201.01%
Holding current value
$25.1 Million
Previous $24.6 Million 2.36%
% of portfolio
2.27%
Previous 2.33%

Shares

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

Feb 13, 2025
BUY
$25.79 - $80.4 $15.9 Million - $49.6 Million
616,368 Added 201.01%
923,003 $24.1 Million
Q3 2024

Nov 14, 2024
BUY
$73.43 - $80.37 $494,918 - $541,693
6,740 Added 2.25%
306,635 $24.6 Million
Q2 2024

Aug 12, 2024
SELL
$71.74 - $75.86 $2.39 Million - $2.52 Million
-33,276 Reduced 9.99%
299,895 $22.2 Million
Q1 2024

May 13, 2024
BUY
$68.82 - $75.98 $22.9 Million - $25.3 Million
333,171 New
333,171 $25.3 Million
Q2 2022

Aug 02, 2022
SELL
$60.93 - $72.3 $16.9 Million - $20 Million
-276,922 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$67.71 - $74.19 $659,089 - $722,165
9,734 Added 3.64%
276,922 $19.8 Million
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $151,213 - $163,239
2,227 Added 0.84%
267,188 $19.6 Million
Q3 2021

Nov 12, 2021
BUY
$66.91 - $71.05 $281,891 - $299,333
4,213 Added 1.62%
264,961 $17.9 Million
Q2 2021

Aug 09, 2021
BUY
$65.81 - $69.75 $849,212 - $900,054
12,904 Added 5.21%
260,748 $17.8 Million
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $626,611 - $700,789
10,673 Added 4.5%
247,844 $16.2 Million
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $12.1 Million - $14.1 Million
237,171 New
237,171 $14.1 Million

Others Institutions Holding SCHV

# of Institutions
883
Shares Held
321M
Call Options Held
0
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
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