M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 92,987 shares of SCHV stock, worth $2.6 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

92,987

Previous 91,610 1.5%

Holding current value

$2.6 Million

Previous $2.43 Billion 5.67%

% of portfolio

1.78%

Previous 1.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$23.55 - $27.67 $32,428 - $38,101	1,377 Added 1.5%	92,987 $2.57 Billion
Q1 2025 Apr 22, 2025	BUY	$25.77 - $27.6 $31,490 - $33,727	1,222 Added 1.35%	91,610 $2.43 Billion
Q4 2024 Jan 21, 2025	BUY	$25.79 - $80.4 $1.66 Million - $5.18 Million	64,470 Added 248.75%	90,388 $2.36 Billion
Q3 2024 Oct 17, 2024	BUY	$73.43 - $80.37 $131,513 - $143,942	1,791 Added 7.42%	25,918 $2.08 Billion
Q2 2024 Jul 19, 2024	BUY	$71.74 - $75.86 $119,734 - $126,610	1,669 Added 7.43%	24,127 $1.79 Billion
Q1 2024 Apr 29, 2024	BUY	$68.82 - $75.98 $39,227 - $43,308	570 Added 2.6%	22,458 $1.71 Billion
Q4 2023 Mar 19, 2024	BUY	$61.16 - $70.24 $1.34 Million - $1.54 Million	21,888 New	21,888 $1.53 Billion

Others Institutions Holding SCHV

# of Institutions

957

Shares Held

336M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Account

M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History