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

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 186 shares of SCHV stock, worth $4,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 186 -0.0%
Holding current value
$4,897
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 19, 2024
BUY
$71.74 - $75.86 $13,343 - $14,109
186 New
186 $13,000
Q1 2020

May 15, 2020
SELL
$38.4 - $61.03 $168,960 - $268,532
-4,400 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$54.73 - $60.25 $54,730 - $60,250
1,000 Added 29.41%
4,400 $265,000
Q3 2019

Oct 29, 2019
BUY
$56.56 - $57.5 $192,304 - $195,500
3,400 New
3,400 $193,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
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
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email