Joseph Group Capital Management Schwab Strategic Tr Us Large C Transaction History

Joseph Group Capital Management

  • $275 Million
  • Q2 2025

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joseph Group Capital Management holds 120,449 shares of SCHV stock, worth $3.51 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
120,449
Previous 120,449 -0.0%
Holding current value
$3.51 Million
Previous $3.33 Million -0.0%
% of portfolio
1.21%
Previous 1.21%

Shares

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

Aug 07, 2025
BUY
$23.55 - $27.67 $205,850 - $241,863
8,741 Added 7.82%
120,449 $3.33 Million
Q1 2025

Apr 30, 2025
BUY
$25.77 - $27.6 $496,252 - $531,493
19,257 Added 20.83%
111,708 $2.97 Million
Q4 2024

Feb 12, 2025
BUY
$25.79 - $80.4 $1.62 Million - $5.04 Million
62,725 Added 211.01%
92,451 $2.41 Million
Q3 2024

Nov 07, 2024
BUY
$73.43 - $80.37 $34,952 - $38,256
476 Added 1.63%
29,726 $2.39 Million
Q2 2024

Aug 12, 2024
BUY
$71.74 - $75.86 $58,252 - $61,598
812 Added 2.86%
29,250 $2.17 Million
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $1,238 - $1,367
-18 Reduced 0.06%
28,438 $2.16 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $70,823 - $81,337
1,158 Added 4.24%
28,456 $1.99 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $74,053 - $79,729
1,149 Added 4.39%
27,298 $1.76 Million
Q2 2023

Aug 10, 2023
SELL
$63.33 - $67.21 $146,798 - $155,792
-2,318 Reduced 8.14%
26,149 $1.75 Million
Q1 2023

May 04, 2023
SELL
$62.59 - $69.3 $196,282 - $217,324
-3,136 Reduced 9.92%
28,467 $1.87 Million
Q4 2022

Feb 09, 2023
BUY
$59.13 - $69.24 $103,181 - $120,823
1,745 Added 5.84%
31,603 $2.09 Million
Q3 2022

Nov 09, 2022
BUY
$58.51 - $69.02 $164,354 - $193,877
2,809 Added 10.38%
29,858 $1.75 Million
Q2 2022

Aug 10, 2022
BUY
$60.93 - $72.3 $1.15 Million - $1.37 Million
18,927 Added 233.03%
27,049 $1.69 Million
Q1 2022

May 11, 2022
BUY
$67.71 - $74.19 $51,798 - $56,755
765 Added 10.4%
8,122 $580,000
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $487,589 - $526,367
7,181 Added 4080.11%
7,357 $539,000
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $11,950 - $12,900
176 New
176 $539,000

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
341M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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