Cyndeo Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,079 shares of SCHV stock, worth $466,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,079
Previous 17,389 7.53%
Holding current value
$466,130
Previous $506,000 7.91%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$28.46 - $29.45 $37,282 - $38,579
-1,310 Reduced 7.53%
16,079 $466,000
Q2 2025

Jul 24, 2025
BUY
$23.55 - $27.67 $409,510 - $481,153
17,389 New
17,389 $481,000

Others Institutions Holding SCHV

# of Institutions
974
Shares Held
358M
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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email