Fonville Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 20,690 shares of SCHV stock, worth $533,595. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,690
Previous 22,768 9.13%
Holding current value
$533,595
Previous $594 Million 10.29%
% of portfolio
0.16%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$25.77 - $27.6 $53,550 - $57,352
-2,078 Reduced 9.13%
20,690 $532 Million
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $390,537 - $1.22 Million
15,143 Added 198.6%
22,768 $594 Million
Q3 2024

Oct 28, 2024
BUY
$73.43 - $80.37 $514 - $562
7 Added 0.09%
7,625 $613 Million
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $10,402 - $10,999
-145 Reduced 1.87%
7,618 $567 Million
Q1 2024

Apr 26, 2024
BUY
$68.82 - $75.98 $1,514 - $1,671
22 Added 0.28%
7,763 $590 Million
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $473,439 - $543,727
7,741 New
7,741 $543 Million

Others Institutions Holding SCHV

# of Institutions
908
Shares Held
331M
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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