Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 65,470 shares of SCHV stock, worth $1.72 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
65,470
Previous 64,665 1.24%
Holding current value
$1.72 Million
Previous $4.79 Billion 9.84%
% of portfolio
1.23%
Previous 1.32%

Shares

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

Oct 18, 2024
BUY
$73.43 - $80.37 $59,111 - $64,697
805 Added 1.24%
65,470 $5.26 Billion
Q2 2024

Aug 06, 2024
SELL
$71.74 - $75.86 $4,519 - $4,779
-63 Reduced 0.1%
64,665 $4.79 Billion
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $93,319 - $103,028
-1,356 Reduced 2.05%
64,728 $4.92 Billion
Q4 2023

Jan 22, 2024
SELL
$61.16 - $70.24 $28,133 - $32,310
-460 Reduced 0.69%
66,084 $4.63 Billion
Q3 2023

Nov 06, 2023
SELL
$64.45 - $69.39 $186,776 - $201,092
-2,898 Reduced 4.17%
66,544 $4.29 Billion
Q2 2023

Jul 24, 2023
BUY
$63.33 - $67.21 $49,524 - $52,558
782 Added 1.14%
69,442 $4.66 Billion
Q1 2023

Apr 26, 2023
SELL
$62.59 - $69.3 $622,332 - $689,049
-9,943 Reduced 12.65%
68,660 $4.5 Billion
Q4 2022

Mar 28, 2023
BUY
$59.13 - $69.24 $4.65 Million - $5.44 Million
78,603 New
78,603 $5.19 Billion

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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