Joseph P. Lucia & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 15,950 shares of SCHV stock, worth $446,440. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,950
Previous 16,148 1.23%
Holding current value
$446,440
Previous $429,000 2.8%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Aug 04, 2025
SELL
$23.55 - $27.67 $4,662 - $5,478
-198 Reduced 1.23%
15,950 $441,000
Q1 2025

May 14, 2025
SELL
$25.77 - $27.6 $48,164 - $51,584
-1,869 Reduced 10.37%
16,148 $429,000
Q4 2024

Jan 22, 2025
BUY
$25.79 - $80.4 $309,944 - $966,247
12,018 Added 200.33%
18,017 $469,000
Q3 2024

Oct 23, 2024
BUY
$73.43 - $80.37 $71,667 - $78,441
976 Added 19.43%
5,999 $482,000
Q2 2024

Jul 24, 2024
SELL
$71.74 - $75.86 $119,734 - $126,610
-1,669 Reduced 24.94%
5,023 $372,000
Q1 2024

May 03, 2024
SELL
$68.82 - $75.98 $46,797 - $51,666
-680 Reduced 9.22%
6,692 $508,000
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $230,328 - $264,523
-3,766 Reduced 33.81%
7,372 $516,000
Q3 2023

Oct 30, 2023
SELL
$64.45 - $69.39 $166,925 - $179,720
-2,590 Reduced 18.87%
11,138 $717,000
Q2 2023

Jul 21, 2023
SELL
$63.33 - $67.21 $48,447 - $51,415
-765 Reduced 5.28%
13,728 $921,000
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $5,007 - $5,544
80 Added 0.56%
14,493 $950,000
Q4 2022

Feb 13, 2023
SELL
$59.13 - $69.24 $44,761 - $52,414
-757 Reduced 4.99%
14,413 $951,000
Q2 2022

Jul 26, 2022
BUY
$60.93 - $72.3 $60,869 - $72,227
999 Added 7.05%
15,170 $947,000
Q1 2022

Apr 19, 2022
BUY
$67.71 - $74.19 $281,199 - $308,111
4,153 Added 41.46%
14,171 $1.01 Million
Q4 2021

Feb 04, 2022
SELL
$67.9 - $73.3 $13,580 - $14,660
-200 Reduced 1.96%
10,018 $734,000
Q3 2021

Oct 13, 2021
SELL
$66.91 - $71.05 $1,271 - $1,349
-19 Reduced 0.19%
10,218 $690,000
Q2 2021

Jul 27, 2021
BUY
$65.81 - $69.75 $60,874 - $64,518
925 Added 9.93%
10,237 $700,000
Q1 2021

Apr 23, 2021
BUY
$58.71 - $65.66 $42,975 - $48,063
732 Added 8.53%
9,312 $608,000
Q4 2020

Jan 29, 2021
BUY
$50.83 - $59.53 $86,309 - $101,081
1,698 Added 24.67%
8,580 $511,000
Q3 2020

Oct 20, 2020
SELL
$49.44 - $54.86 $137,888 - $153,004
-2,789 Reduced 28.84%
6,882 $359,000
Q2 2020

Jul 10, 2020
SELL
$42.21 - $55.29 $5,487 - $7,187
-130 Reduced 1.33%
9,671 $485,000
Q1 2020

Apr 22, 2020
BUY
$38.4 - $61.03 $106,560 - $169,358
2,775 Added 39.5%
9,801 $434,000
Q4 2019

Jan 23, 2020
SELL
$54.73 - $60.25 $41,430 - $45,609
-757 Reduced 9.73%
7,026 $422,000
Q3 2019

Oct 15, 2019
SELL
$56.56 - $57.5 $25,338 - $25,760
-448 Reduced 5.44%
7,783 $442,000
Q2 2019

Jul 23, 2019
SELL
N/A
-16,604 Reduced 66.86%
8,231 $462,000
Q1 2019

May 02, 2019
BUY
N/A
24,835 New
24,835 $445,000

Others Institutions Holding SCHV

# of Institutions
957
Shares Held
336M
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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