Caldwell Trust CO Schwab Strategic Tr Us Large C Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Caldwell Trust CO holds 2,235 shares of SCHV stock, worth $64,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,235

Holding current value

$64,837

% of portfolio

0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$23.55 - $27.67 $52,634 - $61,842	2,235 New	2,235 $61.8 Million
Q4 2024 Sep 24, 2025	BUY	$25.79 - $80.4 $38,427 - $119,796	1,490 Added 200.0%	2,235 $58.3 Million
Q1 2024 Sep 24, 2025	SELL	$68.82 - $75.98 $102,541 - $113,210	-1,490 Reduced 66.67%	745 $56.6 Million
Q1 2023 Oct 01, 2025	SELL	$62.59 - $69.3 $93,259 - $103,257	-1,490 Reduced 66.67%	745 $48.9 Million
Q3 2022 Oct 01, 2025	SELL	$58.51 - $69.02 $87,179 - $102,839	-1,490 Reduced 66.67%	745 $43.6 Million
Q2 2022 Oct 01, 2025	SELL	$60.93 - $72.3 $90,785 - $107,727	-1,490 Reduced 66.67%	745 $46.5 Million

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$957 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$469 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$348 Million
0.63% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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