Arkadios Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arkadios Wealth Advisors holds 76,784 shares of SCHV stock, worth $2.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

76,784

Previous 72,939 5.27%

Holding current value

$2.06 Million

Previous $1.9 Million 7.31%

% of portfolio

0.08%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$25.77 - $27.6 $99,085 - $106,122	3,845 Added 5.27%	76,784 $2.04 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $1.25 Million - $3.88 Million	48,319 Added 196.26%	72,939 $1.9 Million
Q3 2024 Oct 24, 2024	BUY	$73.43 - $80.37 $1.39 Million - $1.52 Million	18,872 Added 328.32%	24,620 $1.98 Million
Q2 2024 Jul 29, 2024	BUY	$71.74 - $75.86 $211,346 - $223,483	2,946 Added 105.14%	5,748 $425,000
Q1 2024 Apr 30, 2024	SELL	$68.82 - $75.98 $5,161 - $5,698	-75 Reduced 2.61%	2,802 $212,000
Q4 2023 Jan 24, 2024	SELL	$61.16 - $70.24 $43,607 - $50,081	-713 Reduced 19.86%	2,877 $201,000
Q3 2023 Oct 13, 2023	BUY	$64.45 - $69.39 $231,375 - $249,110	3,590 New	3,590 $231,000
Q2 2022 Jul 14, 2022	SELL	$60.93 - $72.3 $195,280 - $231,721	-3,205 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$67.71 - $74.19 $31,959 - $35,017	-472 Reduced 12.84%	3,205 $229,000
Q4 2021 Feb 03, 2022	SELL	$67.9 - $73.3 $32,999 - $35,623	-486 Reduced 11.67%	3,677 $269,000
Q3 2021 Oct 19, 2021	SELL	$66.91 - $71.05 $50,182 - $53,287	-750 Reduced 15.27%	4,163 $280,000
Q2 2021 Jul 28, 2021	SELL	$65.81 - $69.75 $208,420 - $220,898	-3,167 Reduced 39.2%	4,913 $335,000
Q1 2021 Apr 26, 2021	SELL	$58.71 - $65.66 $182,881 - $204,530	-3,115 Reduced 27.82%	8,080 $527,000
Q4 2020 Feb 09, 2021	BUY	$50.83 - $59.53 $38,122 - $44,647	750 Added 7.18%	11,195 $666,000
Q3 2020 Nov 10, 2020	BUY	$49.44 - $54.86 $741 - $822	15 Added 0.14%	10,445 $566 Million
Q2 2020 Aug 10, 2020	BUY	$42.21 - $55.29 $440,250 - $576,674	10,430 New	10,430 $533 Million

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Arkadios Wealth Advisors Schwab Strategic Tr Us Large C Transaction History