Weinberger Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History

Weinberger Asset Management, Inc

  • $239 Billion
  • Q4 2024

A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 320,383 shares of SCHV stock, worth $8.69 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
320,383
Previous 109,021 193.87%
Holding current value
$8.69 Million
Previous $8.76 Billion 4.68%
% of portfolio
3.49%
Previous 3.73%

Shares

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

Feb 04, 2025
BUY
$25.79 - $80.4 $5.45 Million - $17 Million
211,362 Added 193.87%
320,383 $8.35 Billion
Q3 2024

Feb 04, 2025
SELL
$73.43 - $80.37 $46,921 - $51,356
-639 Reduced 0.58%
109,021 $8.76 Billion
Q2 2024

Feb 04, 2025
SELL
$71.74 - $75.86 $243,198 - $257,165
-3,390 Reduced 3.0%
109,660 $8.12 Billion
Q1 2024

Feb 04, 2025
SELL
$68.82 - $75.98 $38,470 - $42,472
-559 Reduced 0.49%
113,050 $8.59 Billion
Q4 2023

Feb 04, 2025
SELL
$61.16 - $70.24 $212,102 - $243,592
-3,468 Reduced 2.96%
113,609 $7.96 Billion
Q3 2023

Feb 04, 2025
BUY
$64.45 - $69.39 $65,287 - $70,292
1,013 Added 0.87%
117,077 $7.55 Billion
Q2 2023

Feb 04, 2025
SELL
$63.33 - $67.21 $68,966 - $73,191
-1,089 Reduced 0.93%
116,064 $7.79 Billion
Q1 2023

Feb 04, 2025
BUY
$62.59 - $69.3 $57,269 - $63,409
915 Added 0.79%
117,153 $7.68 Billion
Q4 2022

Feb 04, 2025
BUY
$59.13 - $69.24 $171,003 - $200,242
2,892 Added 2.55%
116,238 $7.67 Billion
Q3 2022

Feb 04, 2025
BUY
$58.51 - $69.02 $106,897 - $126,099
1,827 Added 1.64%
113,346 $6.63 Billion
Q2 2022

Feb 04, 2025
BUY
$60.93 - $72.3 $549,771 - $652,362
9,023 Added 8.8%
111,519 $6.96 Billion
Q1 2022

Feb 04, 2025
SELL
$67.71 - $74.19 $126,956 - $139,106
-1,875 Reduced 1.8%
102,496 $7.32 Billion
Q4 2021

Feb 04, 2025
BUY
$67.9 - $73.3 $7.09 Million - $7.65 Million
104,371 New
104,371 $7.64 Billion

Others Institutions Holding SCHV

# of Institutions
849
Shares Held
179M
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 Weinberger Asset Management, Inc Portfolio

Follow Weinberger Asset Management, Inc 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 Weinberger Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Weinberger Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email