Warren Averett Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 68,135 shares of SCHV stock, worth $1.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
68,135
Previous 67,011 1.68%
Holding current value
$1.79 Million
Previous $4.96 Million 10.31%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2024
BUY
$73.43 - $80.37 $82,535 - $90,335
1,124 Added 1.68%
68,135 $5.48 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $182,219 - $192,684
2,540 Added 3.94%
67,011 $4.96 Million
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $4.44 Million - $4.9 Million
64,471 New
64,471 $4.9 Million

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
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