Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History

Lutz Financial Services LLC

  • $1.29 Billion
  • Q2 2025

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lutz Financial Services LLC holds 8,275 shares of SCHV stock, worth $238,568. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,275
Previous 8,275 -0.0%
Holding current value
$238,568
Previous $219,000 4.11%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $142,257 - $443,486
5,516 Added 199.93%
8,275 $215,000
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $189,874 - $209,628
2,759 New
2,759 $209,000
Q1 2022

Apr 25, 2022
SELL
$67.71 - $74.19 $186,811 - $204,690
-2,759 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $187,336 - $202,234
2,759 New
2,759 $202,000

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
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email