Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 586,310 shares of SCHV stock, worth $15.8 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

586,310

Previous 179,793 226.1%

Holding current value

$15.8 Million

Previous $14.4 Million 5.79%

% of portfolio

2.3%

Previous 2.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $10.5 Million - $32.7 Million	406,517 Added 226.1%	586,310 $15.3 Million
Q3 2024 Nov 07, 2024	BUY	$73.43 - $80.37 $399,165 - $436,891	5,436 Added 3.12%	179,793 $14.4 Million
Q2 2024 Aug 12, 2024	BUY	$71.74 - $75.86 $365,443 - $386,430	5,094 Added 3.01%	174,357 $13 Million
Q1 2024 May 08, 2024	BUY	$68.82 - $75.98 $442,787 - $488,855	6,434 Added 3.95%	169,263 $12.9 Million
Q4 2023 Feb 07, 2024	BUY	$61.16 - $70.24 $911,650 - $1.05 Million	14,906 Added 10.08%	162,829 $11.4 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $1.93 Million - $2.08 Million	-29,924 Reduced 16.83%	147,923 $9.54 Million
Q1 2023 Apr 20, 2023	BUY	$62.59 - $69.3 $351,568 - $389,258	5,617 Added 3.26%	177,847 $11.7 Million
Q4 2022 Feb 09, 2023	BUY	$59.13 - $69.24 $10.2 Million - $11.9 Million	172,230 New	172,230 $11.4 Billion

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History