Aprio Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Aprio Wealth Management, LLC

$731 Million
Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 8,459 shares of SCHV stock, worth $226,701. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,459

Previous 8,413 0.55%

Holding current value

$226,701

Previous $219,000 2.28%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$25.77 - $27.6 $1,185 - $1,269	46 Added 0.55%	8,459 $224,000
Q4 2024 Jan 10, 2025	BUY	$25.79 - $80.4 $144,991 - $452,008	5,622 Added 201.43%	8,413 $219,000
Q3 2024 Oct 07, 2024	SELL	$73.43 - $80.37 $4,258 - $4,661	-58 Reduced 2.04%	2,791 $224,000
Q2 2024 Jul 10, 2024	BUY	$71.74 - $75.86 $204,387 - $216,125	2,849 New	2,849 $211,000
Q4 2020 Jan 11, 2021	SELL	$50.83 - $59.53 $530,207 - $620,957	-10,431 Closed	0 $0
Q3 2020 Oct 14, 2020	SELL	$49.44 - $54.86 $271,277 - $301,016	-5,487 Reduced 34.47%	10,431 $544,000
Q2 2020 Jul 20, 2020	SELL	$42.21 - $55.29 $188,425 - $246,814	-4,464 Reduced 21.9%	15,918 $798,000
Q1 2020 Apr 16, 2020	BUY	$38.4 - $61.03 $504,883 - $802,422	13,148 Added 181.75%	20,382 $902,000
Q4 2019 Feb 14, 2020	BUY	$54.73 - $60.25 $395,916 - $435,848	7,234 New	7,234 $435,000

Others Institutions Holding SCHV

# of Institutions

924

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Aprio Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History