Altus Wealth Group LLC Schwab Strategic Tr Us Large C Transaction History

Altus Wealth Group LLC

$219 Million
Q2 2025

A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altus Wealth Group LLC holds 127,257 shares of SCHV stock, worth $3.67 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

127,257

Previous 135,572 6.13%

Holding current value

$3.67 Million

Previous $3.6 Million 2.28%

% of portfolio

1.61%

Previous 1.73%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$23.55 - $27.67 $195,818 - $230,076	-8,315 Reduced 6.13%	127,257 $3.52 Million
Q1 2025 Apr 25, 2025	BUY	$25.77 - $27.6 $107,641 - $115,285	4,177 Added 3.18%	135,572 $3.6 Million
Q4 2024 Feb 10, 2025	BUY	$25.79 - $80.4 $2.29 Million - $7.13 Million	88,723 Added 207.92%	131,395 $3.43 Million
Q3 2024 Oct 22, 2024	BUY	$73.43 - $80.37 $58,817 - $64,376	801 Added 1.91%	42,672 $3.43 Million
Q2 2024 Aug 05, 2024	BUY	$71.74 - $75.86 $139,247 - $147,244	1,941 Added 4.86%	41,871 $3.1 Million
Q1 2024 May 02, 2024	BUY	$68.82 - $75.98 $9,015 - $9,953	131 Added 0.33%	39,930 $3.03 Million
Q4 2023 Jan 29, 2024	BUY	$61.16 - $70.24 $7,645 - $8,780	125 Added 0.32%	39,799 $2.79 Million
Q3 2023 Nov 13, 2023	BUY	$64.45 - $69.39 $21,784 - $23,453	338 Added 0.86%	39,674 $2.56 Million
Q2 2023 Aug 03, 2023	SELL	$63.33 - $67.21 $48,194 - $51,146	-761 Reduced 1.9%	39,336 $2.64 Million
Q1 2023 May 01, 2023	SELL	$62.59 - $69.3 $37,804 - $41,857	-604 Reduced 1.48%	40,097 $2.63 Million
Q4 2022 Jan 18, 2023	BUY	$59.13 - $69.24 $380,678 - $445,767	6,438 Added 18.79%	40,701 $0
Q2 2022 Aug 10, 2022	SELL	$60.93 - $72.3 $687,046 - $815,254	-11,276 Reduced 24.76%	34,263 $2.31 Million
Q1 2022 May 09, 2022	BUY	$67.71 - $74.19 $183,900 - $201,500	2,716 Added 6.34%	45,539 $3.25 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $581,224 - $627,448	8,560 Added 24.98%	42,823 $3.14 Million
Q3 2021 Nov 08, 2021	BUY	$66.91 - $71.05 $608,479 - $646,128	9,094 Added 36.13%	34,263 $2.31 Million
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $303,186 - $321,338	4,607 Added 22.41%	25,169 $1.72 Million
Q1 2021 May 14, 2021	BUY	$58.71 - $65.66 $764,521 - $855,024	13,022 Added 172.71%	20,562 $1.4 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $383,258 - $448,856	7,540 New	7,540 $449,000

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Altus Wealth Group LLC Schwab Strategic Tr Us Large C Transaction History