A detailed history of Trinity Point Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 5,800 shares of SCHV stock, worth $152,714. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,435 6.72%
Holding current value
$152,714
Previous $402,000 15.92%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$73.43 - $80.37 $26,801 - $29,335
365 Added 6.72%
5,800 $466,000
Q1 2024

May 08, 2024

BUY
$68.82 - $75.98 $137 - $151
2 Added 0.04%
5,435 $412,000
Q4 2023

Feb 08, 2024

SELL
$61.16 - $70.24 $46,053 - $52,890
-753 Reduced 12.17%
5,433 $380,000
Q3 2023

Nov 08, 2023

BUY
$64.45 - $69.39 $76,695 - $82,574
1,190 Added 23.82%
6,186 $398,000
Q2 2023

Aug 07, 2023

BUY
$63.33 - $67.21 $63 - $67
1 Added 0.02%
4,996 $335,000
Q1 2023

May 04, 2023

BUY
$62.59 - $69.3 $125 - $138
2 Added 0.04%
4,995 $327,000
Q4 2022

Feb 07, 2023

BUY
$59.13 - $69.24 $3,074 - $3,600
52 Added 1.05%
4,993 $329,000
Q3 2022

Nov 09, 2022

BUY
$58.51 - $69.02 $58 - $69
1 Added 0.02%
4,941 $289,000
Q2 2022

Aug 05, 2022

BUY
$60.93 - $72.3 $56,177 - $66,660
922 Added 22.95%
4,940 $308,000
Q1 2022

May 13, 2022

BUY
$67.71 - $74.19 $272,058 - $298,095
4,018 New
4,018 $287,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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