Basepoint Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Basepoint Wealth LLC

  • $129 Billion
  • Q2 2025

A detailed history of Basepoint Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Basepoint Wealth LLC holds 15,681 shares of SCHV stock, worth $452,083. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,681
Previous 16,266 3.6%
Holding current value
$452,083
Previous $432 Million 0.36%
% of portfolio
0.34%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 16, 2025
SELL
$23.55 - $27.67 $13,776 - $16,186
-585 Reduced 3.6%
15,681 $434 Million
Q1 2025

Oct 16, 2025
SELL
$25.77 - $27.6 $8,169 - $8,749
-317 Reduced 1.91%
16,266 $432 Million
Q4 2024

Oct 16, 2025
BUY
$25.79 - $80.4 $222,464 - $693,530
8,626 Added 108.41%
16,583 $432 Million
Q3 2024

Oct 16, 2025
SELL
$73.43 - $80.37 $10,500 - $11,492
-143 Reduced 1.77%
7,957 $639 Million
Q2 2024

Oct 16, 2025
BUY
$71.74 - $75.86 $36,085 - $38,157
503 Added 6.62%
8,100 $600 Million
Q1 2024

Oct 16, 2025
BUY
$68.82 - $75.98 $522,825 - $577,220
7,597 New
7,597 $577 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Basepoint Wealth LLC Portfolio

Follow Basepoint Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Basepoint Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email