Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waterford Advisors, LLC

  • $239 Million
  • Q2 2024

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 50,963 shares of SCHV stock, worth $1.36 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
50,963
Previous 50,703 0.51%
Holding current value
$1.36 Million
Previous $3.85 Million 2.0%
% of portfolio
1.58%
Previous 1.63%

Shares

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

Aug 14, 2024
BUY
$71.74 - $75.86 $18,652 - $19,723
260 Added 0.51%
50,963 $3.78 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $14,189 - $16,295
232 Added 0.46%
50,703 $3.55 Million
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $2.98 Million - $3.49 Million
50,471 New
50,471 $3.33 Million

Others Institutions Holding SCHV

# of Institutions
816
Shares Held
106M
Call Options Held
3.2K
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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