Bcs Wealth Management Schwab Strategic Tr Us Large C Transaction History

Bcs Wealth Management

$465 Million
Q2 2025

A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bcs Wealth Management holds 85,054 shares of SCHV stock, worth $2.41 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

85,054

Previous 74,070 14.83%

Holding current value

$2.41 Million

Previous $1.97 Million 19.5%

% of portfolio

0.51%

Previous 0.51%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$23.55 - $27.67 $258,673 - $303,927	10,984 Added 14.83%	85,054 $2.35 Million
Q1 2025 Apr 14, 2025	BUY	$25.77 - $27.6 $16,132 - $17,277	626 Added 0.85%	74,070 $1.97 Million
Q4 2024 Jan 13, 2025	BUY	$25.79 - $80.4 $1.89 Million - $5.9 Million	73,444 New	73,444 $1.92 Million
Q1 2024 Apr 10, 2024	BUY	$68.82 - $75.98 $19,063 - $21,046	277 Added 0.99%	28,343 $2.15 Million
Q4 2023 Jan 11, 2024	BUY	$61.16 - $70.24 $30,151 - $34,628	493 Added 1.79%	28,066 $1.97 Million
Q3 2023 Oct 12, 2023	BUY	$64.45 - $69.39 $1.78 Million - $1.91 Million	27,573 New	27,573 $1.78 Million
Q1 2023 Apr 10, 2023	BUY	$62.59 - $69.3 $433,811 - $480,318	6,931 Added 25.6%	34,008 $2.23 Million
Q4 2022 Jan 10, 2023	SELL	$59.13 - $69.24 $31,102 - $36,420	-526 Reduced 1.91%	27,077 $1.79 Million
Q3 2022 Oct 07, 2022	SELL	$58.51 - $69.02 $5,207 - $6,142	-89 Reduced 0.32%	27,603 $1.62 Million
Q2 2022 Jul 29, 2022	BUY	$60.93 - $72.3 $17,304 - $20,533	284 Added 1.04%	27,692 $1.73 Million
Q1 2022 Apr 28, 2022	SELL	$67.71 - $74.19 $442,823 - $485,202	-6,540 Reduced 19.26%	27,408 $1.96 Million
Q4 2021 Jan 18, 2022	BUY	$67.9 - $73.3 $437,343 - $472,125	6,441 Added 23.42%	33,948 $2.49 Million
Q3 2021 Oct 25, 2021	BUY	$66.91 - $71.05 $7,761 - $8,241	116 Added 0.42%	27,507 $1.86 Million
Q2 2021 Jul 21, 2021	SELL	$65.81 - $69.75 $205,985 - $218,317	-3,130 Reduced 10.26%	27,391 $1.87 Million
Q1 2021 Apr 28, 2021	SELL	$58.71 - $65.66 $65,520 - $73,276	-1,116 Reduced 3.53%	30,521 $1.99 Million
Q4 2020 Jan 21, 2021	SELL	$50.83 - $59.53 $3,812 - $4,464	-75 Reduced 0.24%	31,637 $1.88 Million
Q3 2020 Oct 23, 2020	SELL	$49.44 - $54.86 $235,334 - $261,133	-4,760 Reduced 13.05%	31,712 $1.66 Million
Q2 2020 Jul 21, 2020	BUY	$42.21 - $55.29 $68,928 - $90,288	1,633 Added 4.69%	36,472 $1.83 Million
Q1 2020 Apr 10, 2020	BUY	$38.4 - $61.03 $697,689 - $1.11 Million	18,169 Added 108.99%	34,839 $1.54 Million
Q4 2019 Feb 10, 2020	BUY	$54.73 - $60.25 $912,349 - $1 Million	16,670 New	16,670 $1 Million

Others Institutions Holding SCHV

# of Institutions

943

Shares Held

337M

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 Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.

Account

Bcs Wealth Management Schwab Strategic Tr Us Large C Transaction History