Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

$369 Billion
Q3 2025

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 21,922 shares of SCHV stock, worth $638,149. This represents 0.17% of its overall portfolio holdings.

Number of Shares

21,922

Previous 21,866 0.26%

Holding current value

$638,149

Previous $605 Million 5.48%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$27.61 - $29.15 $1,546 - $1,632	56 Added 0.26%	21,922 $638 Million
Q2 2025 Jul 11, 2025	SELL	$23.55 - $27.67 $375,763 - $441,502	-15,956 Reduced 42.19%	21,866 $605 Million
Q1 2025 Apr 21, 2025	SELL	$25.77 - $27.6 $106,430 - $113,988	-4,130 Reduced 9.84%	37,822 $1.01 Billion
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $721,320 - $2.25 Million	27,969 Added 200.02%	41,952 $1.09 Billion
Q3 2024 Oct 09, 2024	BUY	$73.43 - $80.37 $8,591 - $9,403	117 Added 0.84%	13,983 $1.12 Billion
Q2 2024 Jul 22, 2024	SELL	$71.74 - $75.86 $5,954 - $6,296	-83 Reduced 0.6%	13,866 $1.03 Billion
Q1 2024 Apr 16, 2024	BUY	$68.82 - $75.98 $158,630 - $175,133	2,305 Added 19.8%	13,949 $1.06 Billion
Q4 2023 Jan 10, 2024	BUY	$61.16 - $70.24 $712,147 - $817,874	11,644 New	11,644 $813 Million

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Account

Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History