Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Strategies Group, Inc.

  • $481 Million
  • Q3 2025

A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 73,138 shares of SCHV stock, worth $2.12 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
73,138
Previous 75,466 3.08%
Holding current value
$2.12 Million
Previous $2.09 Million 1.96%
% of portfolio
0.44%
Previous 0.44%

Shares

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

Nov 04, 2025
SELL
$27.61 - $29.15 $64,276 - $67,861
-2,328 Reduced 3.08%
73,138 $2.13 Million
Q2 2025

Aug 13, 2025
BUY
$23.55 - $27.67 $11,586 - $13,613
492 Added 0.66%
75,466 $2.09 Million
Q1 2025

May 16, 2025
BUY
$25.77 - $27.6 $167,659 - $179,565
6,506 Added 9.5%
74,974 $1.99 Million
Q4 2024

Jan 24, 2025
BUY
$25.79 - $80.4 $91,631 - $285,661
3,553 Added 5.47%
68,468 $1.78 Million
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $3.1 Million - $3.39 Million
42,196 Added 185.73%
64,915 $5.22 Million
Q2 2024

Jul 17, 2024
SELL
$71.74 - $75.86 $9,110 - $9,634
-127 Reduced 0.56%
22,719 $1.68 Million
Q1 2024

Apr 18, 2024
SELL
$68.82 - $75.98 $79,968 - $88,288
-1,162 Reduced 4.84%
22,846 $1.74 Million
Q4 2023

Jan 30, 2024
SELL
$61.16 - $70.24 $121,647 - $139,707
-1,989 Reduced 7.65%
24,008 $1.68 Million
Q3 2023

Oct 18, 2023
BUY
$64.45 - $69.39 $134,442 - $144,747
2,086 Added 8.72%
25,997 $1.68 Million
Q2 2023

Jul 13, 2023
SELL
$63.33 - $67.21 $93,475 - $99,201
-1,476 Reduced 5.81%
23,911 $1.6 Million
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $65,093 - $72,072
1,040 Added 4.27%
25,387 $1.66 Million
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $57,651 - $67,509
975 Added 4.17%
24,347 $1.61 Million
Q3 2022

Oct 26, 2022
BUY
$58.51 - $69.02 $760 - $897
13 Added 0.06%
23,372 $0
Q2 2022

Aug 08, 2022
BUY
$60.93 - $72.3 $973,783 - $1.16 Million
15,982 Added 216.65%
23,359 $1.46 Million
Q1 2022

Apr 29, 2022
BUY
$67.71 - $74.19 $499,496 - $547,299
7,377 New
7,377 $527,000

Others Institutions Holding SCHV

# of Institutions
975
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
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