A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, K2 Financial Inc. holds 55,296 shares of SCHV stock, worth $1.59 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
55,296
Previous 42,320 30.66%
Holding current value
$1.59 Million
Previous $1.17 Billion 99.86%
% of portfolio
1.3%
Previous 1.03%

Shares

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

Oct 16, 2025

BUY
$27.61 - $29.15 $358,267 - $378,250
12,976 Added 30.66%
55,296 $1.61 Million
Q2 2025

Jul 17, 2025

SELL
$23.55 - $27.67 $17,686 - $20,780
-751 Reduced 1.74%
42,320 $1.17 Billion
Q1 2025

Apr 25, 2025

SELL
$25.77 - $27.6 $17,987 - $19,264
-698 Reduced 1.59%
43,071 $1.06 Billion
Q4 2024

Feb 06, 2025

BUY
$25.79 - $80.4 $1.13 Million - $3.52 Million
43,769 New
43,769 $1.14 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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