Financial Counselors Inc Schwab Strategic Tr Us Large C Transaction History

Financial Counselors Inc

  • $70.7 Billion
  • Q2 2025

A detailed history of Financial Counselors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Counselors Inc holds 749,981 shares of SCHV stock, worth $21 Million. This represents 29.36% of its overall portfolio holdings.

Number of Shares
749,981
Previous 1,619,109 53.68%
Holding current value
$21 Million
Previous $43 Million 48121.15%
% of portfolio
29.36%
Previous 0.66%

Shares

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

Aug 01, 2025
SELL
$23.55 - $27.67 $20.5 Million - $24 Million
-869,128 Reduced 53.68%
749,981 $20.8 Billion
Q1 2025

Apr 29, 2025
SELL
$25.77 - $27.6 $4.82 Million - $5.16 Million
-187,097 Reduced 10.36%
1,619,109 $43 Million
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $31.5 Million - $98.3 Million
1,222,391 Added 209.38%
1,806,206 $47.1 Million
Q3 2024

Nov 13, 2024
SELL
$73.43 - $80.37 $855,606 - $936,471
-11,652 Reduced 1.96%
583,815 $46.9 Million
Q2 2024

Aug 01, 2024
SELL
$71.74 - $75.86 $935,417 - $989,138
-13,039 Reduced 2.14%
595,467 $44.1 Million
Q1 2024

May 02, 2024
SELL
$68.82 - $75.98 $2.85 Million - $3.15 Million
-41,455 Reduced 6.38%
608,506 $46.2 Million
Q4 2023

Jan 26, 2024
BUY
$61.16 - $70.24 $2.57 Million - $2.95 Million
42,017 Added 6.91%
649,961 $45.6 Million
Q3 2023

Nov 07, 2023
SELL
$64.45 - $69.39 $837,205 - $901,376
-12,990 Reduced 2.09%
607,944 $39.2 Million
Q2 2023

Jul 27, 2023
SELL
$63.33 - $67.21 $202,466 - $214,870
-3,197 Reduced 0.51%
620,934 $41.7 Million
Q1 2023

May 02, 2023
SELL
$62.59 - $69.3 $1.95 Million - $2.16 Million
-31,235 Reduced 4.77%
624,131 $40.9 Million
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $1.81 Million - $2.12 Million
30,549 Added 4.89%
655,366 $43.3 Million
Q3 2022

Nov 01, 2022
BUY
$58.51 - $69.02 $218,534 - $257,789
3,735 Added 0.6%
624,817 $36.6 Million
Q2 2022

Aug 02, 2022
BUY
$60.93 - $72.3 $528,384 - $626,985
8,672 Added 1.42%
621,082 $38.8 Million
Q1 2022

Apr 28, 2022
SELL
$67.71 - $74.19 $1.28 Million - $1.41 Million
-18,974 Reduced 3.01%
612,410 $43.7 Million
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $800,744 - $864,426
11,793 Added 1.9%
631,384 $46.2 Million
Q3 2021

Oct 26, 2021
SELL
$66.91 - $71.05 $1.36 Million - $1.45 Million
-20,351 Reduced 3.18%
619,591 $41.8 Million
Q2 2021

Aug 03, 2021
SELL
$65.81 - $69.75 $1.45 Million - $1.54 Million
-22,107 Reduced 3.34%
639,942 $43.8 Million
Q1 2021

Apr 29, 2021
SELL
$58.71 - $65.66 $1.32 Million - $1.48 Million
-22,480 Reduced 3.28%
662,049 $43.2 Million
Q4 2020

Feb 10, 2021
BUY
$50.83 - $59.53 $658,960 - $771,746
12,964 Added 1.93%
684,529 $40.8 Million
Q3 2020

Nov 16, 2020
BUY
$49.44 - $54.86 $830,542 - $921,593
16,799 Added 2.57%
671,565 $35 Million
Q2 2020

Aug 07, 2020
BUY
$42.21 - $55.29 $94,170 - $123,351
2,231 Added 0.34%
654,766 $32.8 Million
Q1 2020

Apr 23, 2020
BUY
$38.4 - $61.03 $442,060 - $702,577
11,512 Added 1.8%
652,535 $28.9 Million
Q4 2019

Jan 31, 2020
BUY
$54.73 - $60.25 $548,120 - $603,403
10,015 Added 1.59%
641,023 $38.5 Million
Q3 2019

Nov 08, 2019
SELL
$56.56 - $57.5 $133,934 - $136,160
-2,368 Reduced 0.37%
631,008 $35.8 Million
Q2 2019

Aug 14, 2019
BUY
N/A
3,617 Added 0.57%
633,376 $35.6 Million
Q1 2019

May 10, 2019
BUY
N/A
48,725 Added 8.39%
629,759 $34.5 Million
Q4 2018

Feb 01, 2019
BUY
N/A
19,623 Added 3.5%
581,034 $28.6 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-5,024,139 Reduced 89.95%
561,411 $31.5 Million
Q2 2018

Aug 03, 2018
BUY
N/A
5,000,190 Added 854.21%
5,585,550 $29.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
21,669 Added 3.84%
585,360 $30.9 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-27,316 Reduced 4.62%
563,691 $30.8 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-9,020 Reduced 1.5%
591,007 $30.6 Million
Q2 2017

Aug 10, 2017
BUY
N/A
600,027
600,027 $30.1 Million

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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