Collective Family Office LLC Schwab Strategic Tr Us Large C Transaction History

Collective Family Office LLC

  • $410 Million
  • Q3 2025

A detailed history of Collective Family Office LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Collective Family Office LLC holds 8,163 shares of SCHV stock, worth $235,339. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,163
Previous 7,813 4.48%
Holding current value
$235,339
Previous $216,000 9.72%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$27.61 - $29.15 $9,663 - $10,202
350 Added 4.48%
8,163 $237,000
Q2 2025

Jul 03, 2025
BUY
$23.55 - $27.67 $183,996 - $216,185
7,813 New
7,813 $216,000
Q2 2023

Jul 12, 2023
SELL
$63.33 - $67.21 $680,797 - $722,507
-10,750 Reduced 55.61%
8,580 $575,000
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $212,806 - $235,620
-3,400 Reduced 14.96%
19,330 $1.27 Million
Q4 2022

Jan 11, 2023
BUY
$59.13 - $69.24 $1.34 Million - $1.57 Million
22,730 New
22,730 $0

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
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