United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History

United Advisor Group, LLC

  • $455 Million
  • Q1 2025

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 13,817 shares of SCHV stock, worth $345,286. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,817
Previous 12,258 12.72%
Holding current value
$345,286
Previous $319,000 15.05%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$25.77 - $27.6 $40,175 - $43,028
1,559 Added 12.72%
13,817 $367,000
Q4 2024

Feb 24, 2025
BUY
$25.79 - $80.4 $209,904 - $654,375
8,139 Added 197.6%
12,258 $319,000
Q3 2024

Oct 30, 2024
SELL
$73.43 - $80.37 $1,028 - $1,125
-14 Reduced 0.34%
4,119 $331,000
Q2 2024

Aug 08, 2024
BUY
$71.74 - $75.86 $25,037 - $26,475
349 Added 9.22%
4,133 $306,000
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $260,414 - $287,508
3,784 New
3,784 $287,000

Others Institutions Holding SCHV

# of Institutions
895
Shares Held
328M
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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