Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dakota Wealth Management holds 157,064 shares of SCHV stock, worth $4.53 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
157,064
Previous 179,402 12.45%
Holding current value
$4.53 Million
Previous $4.77 Million 8.87%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Jul 16, 2025
SELL
$23.55 - $27.67 $526,059 - $618,092
-22,338 Reduced 12.45%
157,064 $4.35 Million
Q1 2025

May 01, 2025
BUY
$25.77 - $27.6 $308,982 - $330,924
11,990 Added 7.16%
179,402 $4.77 Million
Q4 2024

Jan 17, 2025
BUY
$25.79 - $80.4 $2.94 Million - $9.18 Million
114,118 Added 214.13%
167,412 $4.36 Million
Q3 2024

Oct 23, 2024
SELL
$73.43 - $80.37 $63,884 - $69,921
-870 Reduced 1.61%
53,294 $4.28 Million
Q2 2024

Jul 19, 2024
BUY
$71.74 - $75.86 $675,360 - $714,146
9,414 Added 21.04%
54,164 $4.01 Million
Q1 2024

Apr 24, 2024
BUY
$68.82 - $75.98 $814,691 - $899,451
11,838 Added 35.97%
44,750 $3.4 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $139,811 - $160,568
2,286 Added 7.46%
32,912 $2.31 Million
Q3 2023

Oct 23, 2023
BUY
$64.45 - $69.39 $203,146 - $218,717
3,152 Added 11.47%
30,626 $1.97 Million
Q2 2023

Jul 31, 2023
BUY
$63.33 - $67.21 $272,002 - $288,666
4,295 Added 18.53%
27,474 $1.84 Million
Q1 2023

Apr 14, 2023
BUY
$62.59 - $69.3 $287,037 - $317,809
4,586 Added 24.67%
23,179 $1.52 Million
Q4 2022

Feb 07, 2023
BUY
$59.13 - $69.24 $117,846 - $137,995
1,993 Added 12.01%
18,593 $1.23 Million
Q3 2022

Nov 10, 2022
BUY
$58.51 - $69.02 $971,266 - $1.15 Million
16,600 New
16,600 $971,000

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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