A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zhang Financial LLC holds 5,518 shares of SCHV stock, worth $145,288. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,518
Previous 6,538 15.6%
Holding current value
$145,288
Previous $484,000 8.47%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$73.43 - $80.37 $74,898 - $81,977
-1,020 Reduced 15.6%
5,518 $443,000
Q1 2024

Apr 24, 2024

SELL
$68.82 - $75.98 $210,520 - $232,422
-3,059 Reduced 31.87%
6,538 $496,000
Q4 2023

Jan 31, 2024

SELL
$61.16 - $70.24 $123,237 - $141,533
-2,015 Reduced 17.35%
9,597 $672,000
Q3 2023

Oct 11, 2023

SELL
$64.45 - $69.39 $194,381 - $209,280
-3,016 Reduced 20.62%
11,612 $748,000
Q2 2023

Jul 18, 2023

BUY
$63.33 - $67.21 $3,989 - $4,234
63 Added 0.43%
14,628 $981,000
Q1 2023

May 10, 2023

SELL
$62.59 - $69.3 $23,909 - $26,472
-382 Reduced 2.56%
14,565 $955,000
Q4 2022

May 17, 2023

BUY
$59.13 - $69.24 $22,587 - $26,449
382 Added 2.62%
14,947 $986,000
Q4 2022

Jan 17, 2023

BUY
$59.13 - $69.24 $211,744 - $247,948
3,581 Added 31.51%
14,947 $987,000
Q3 2022

Oct 18, 2022

BUY
$58.51 - $69.02 $3,686 - $4,348
63 Added 0.56%
11,366 $665,000
Q2 2022

Jul 14, 2022

BUY
$60.93 - $72.3 $72,689 - $86,253
1,193 Added 11.8%
11,303 $706,000
Q1 2022

Apr 21, 2022

BUY
$67.71 - $74.19 $483,584 - $529,864
7,142 Added 240.63%
10,110 $722,000
Q4 2021

Feb 10, 2022

BUY
$67.9 - $73.3 $201,527 - $217,554
2,968 New
2,968 $217,000
Q3 2021

Oct 20, 2021

SELL
$66.91 - $71.05 $196,447 - $208,602
-2,936 Closed
0 $0
Q2 2021

Jul 26, 2021

BUY
$65.81 - $69.75 $193,218 - $204,786
2,936 New
2,936 $201,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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