Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Hbk Sorce Advisory LLC

  • $3.02 Billion
  • Q3 2025

A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 290,141 shares of SCHV stock, worth $8.36 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
290,141
Previous 297,014 2.31%
Holding current value
$8.36 Million
Previous $8.65 Million 2.31%
% of portfolio
0.28%
Previous 0.24%

Shares

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

Oct 16, 2025
SELL
$27.61 - $29.15 $189,763 - $200,347
-6,873 Reduced 2.31%
290,141 $8.45 Million
Q3 2025

Oct 14, 2025
SELL
$27.61 - $29.15 $461,804 - $487,562
-16,726 Reduced 5.33%
297,014 $8.65 Million
Q2 2025

Aug 04, 2025
BUY
$23.55 - $27.67 $462,969 - $543,964
19,659 Added 6.68%
313,740 $8.68 Million
Q1 2025

Apr 23, 2025
BUY
$25.77 - $27.6 $127,870 - $136,951
4,962 Added 1.72%
294,081 $7.82 Million
Q4 2024

Feb 10, 2025
BUY
$25.79 - $80.4 $4.96 Million - $15.5 Million
192,165 Added 198.2%
289,119 $7.54 Million
Q3 2024

Nov 12, 2024
SELL
$73.43 - $80.37 $565,998 - $619,491
-7,708 Reduced 7.36%
96,954 $7.79 Million
Q2 2024

Aug 08, 2024
SELL
$71.74 - $75.86 $171,889 - $181,760
-2,396 Reduced 2.24%
104,662 $7.75 Million
Q1 2024

May 09, 2024
SELL
$68.82 - $75.98 $101,371 - $111,918
-1,473 Reduced 1.36%
107,058 $8.13 Million
Q4 2023

Jan 25, 2024
SELL
$61.16 - $70.24 $461,635 - $530,171
-7,548 Reduced 6.5%
108,531 $7.61 Million
Q3 2023

Nov 06, 2023
SELL
$64.45 - $69.39 $74,890 - $80,631
-1,162 Reduced 0.99%
116,079 $7.48 Million
Q2 2023

Aug 04, 2023
SELL
$63.33 - $67.21 $7.63 Million - $8.1 Million
-120,535 Reduced 50.69%
117,241 $7.87 Million
Q1 2023

Aug 15, 2023
BUY
$62.59 - $69.3 $171,872 - $190,297
2,746 Added 2.34%
119,987 $7.87 Million
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $345,496 - $382,536
-5,520 Reduced 2.27%
237,776 $23.4 Million
Q4 2022

Feb 09, 2023
BUY
$59.13 - $69.24 $6.92 Million - $8.1 Million
117,043 Added 92.71%
243,296 $16.1 Million
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $144,227 - $170,134
-2,465 Reduced 1.92%
126,253 $7.39 Million
Q2 2022

Aug 15, 2022
SELL
$60.93 - $72.3 $192,660 - $228,612
-3,162 Reduced 2.4%
128,718 $8.04 Million
Q1 2022

May 13, 2022
SELL
$67.71 - $74.19 $403,009 - $441,578
-5,952 Reduced 4.32%
131,880 $9.42 Million
Q4 2021

Feb 15, 2022
BUY
$67.9 - $73.3 $25,123 - $27,121
370 Added 0.27%
137,832 $10.1 Million
Q3 2021

Nov 15, 2021
SELL
$66.91 - $71.05 $49,379 - $52,434
-738 Reduced 0.53%
137,462 $9.28 Million
Q2 2021

Aug 12, 2021
BUY
$65.81 - $69.75 $283,706 - $300,692
4,311 Added 3.22%
138,200 $9.45 Million
Q1 2021

May 14, 2021
SELL
$58.71 - $65.66 $398,406 - $445,568
-6,786 Reduced 4.82%
133,889 $8.74 Million
Q4 2020

Feb 12, 2021
SELL
$50.83 - $59.53 $133,937 - $156,861
-2,635 Reduced 1.84%
140,675 $8.37 Million
Q3 2020

Nov 13, 2020
SELL
$49.44 - $54.86 $1.94 Million - $2.16 Million
-39,315 Reduced 21.53%
143,310 $7.48 Million
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $1.16 Million - $1.52 Million
-27,423 Reduced 13.06%
182,625 $9.15 Million
Q1 2020

May 15, 2020
SELL
$38.4 - $61.03 $463,718 - $736,998
-12,076 Reduced 5.44%
210,048 $9.3 Million
Q4 2019

Feb 13, 2020
SELL
$54.73 - $60.25 $117,122 - $128,935
-2,140 Reduced 0.95%
222,124 $13.4 Million
Q3 2019

Nov 14, 2019
SELL
$56.56 - $57.5 $80,145 - $81,477
-1,417 Reduced 0.63%
224,264 $12.7 Million
Q2 2019

Aug 15, 2019
BUY
N/A
211,476 Added 1488.74%
225,681 $12.7 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-214,206 Reduced 93.78%
14,205 $636,000
Q1 2019

May 13, 2019
SELL
N/A
-52,089 Reduced 18.57%
228,411 $12.5 Million
Q4 2018

Feb 14, 2019
BUY
N/A
263,628 Added 1562.52%
280,500 $13.8 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-255 Reduced 1.49%
16,872 $946,000
Q2 2018

Aug 10, 2018
SELL
N/A
-241 Reduced 1.39%
17,127 $0
Q1 2018

May 15, 2018
SELL
N/A
-2,307 Reduced 11.73%
17,368 $918,000
Q4 2017

Feb 15, 2018
BUY
N/A
4,952 Added 33.63%
19,675 $1.08 Million
Q3 2017

Nov 14, 2017
BUY
N/A
14,723
14,723 $763,000

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
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