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

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 520,725 shares of SCHV stock, worth $14.2 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

520,725

Previous 152,865 240.64%

Holding current value

$14.2 Million

Previous $12.2 Million 10.85%

% of portfolio

4.41%

Previous 4.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $9.49 Million - $29.6 Million	367,860 Added 240.64%	520,725 $13.6 Million
Q3 2024 Nov 07, 2024	BUY	$73.43 - $80.37 $3.42 Million - $3.75 Million	46,624 Added 43.89%	152,865 $12.2 Million
Q2 2024 Aug 06, 2024	SELL	$71.74 - $75.86 $1.58 Million - $1.67 Million	-22,078 Reduced 17.21%	106,241 $10.7 Million
Q1 2024 May 02, 2024	BUY	$68.82 - $75.98 $655,854 - $724,089	9,530 Added 8.02%	128,319 $9.71 Million
Q4 2023 Feb 12, 2024	BUY	$61.16 - $70.24 $7.04 Million - $8.08 Million	115,041 Added 3069.4%	118,789 $8.33 Million
Q3 2023 Nov 09, 2023	BUY	$64.45 - $69.39 $241,558 - $260,073	3,748 New	3,748 $241,000
Q4 2018 Feb 08, 2019	SELL	N/A	-8,234 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	8,234 New	8,234 $462,000

Others Institutions Holding SCHV

# of Institutions

848

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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