Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wall Street Access Asset Management, LLC

  • $296 Million
  • Q3 2025

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 29,220 shares of SCHV stock, worth $847,087. This represents 0.29% of its overall portfolio holdings.

Number of Shares
29,220
Previous 29,220 -0.0%
Holding current value
$847,087
Previous $808,000 5.2%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Jan 17, 2025
BUY
$25.79 - $80.4 $502,389 - $1.57 Million
19,480 Added 200.0%
29,220 $761,000
Q1 2024

May 09, 2024
BUY
$68.82 - $75.98 $96,347 - $106,372
1,400 Added 16.79%
9,740 $740,000
Q2 2023

Oct 20, 2023
BUY
$63.33 - $67.21 $528,172 - $560,531
8,340 New
8,340 $559,000
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $522,000 - $577,962
8,340 New
8,340 $546,000

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
359M
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 Wall Street Access Asset Management, LLC Portfolio

Follow Wall Street Access Asset 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 Wall Street Access Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wall Street Access Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email