Lwm Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

A detailed history of Lwm Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lwm Advisors Inc holds 11,501 shares of SCHV stock, worth $335,484. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,501
Previous 12,017 4.29%
Holding current value
$335,484
Previous $333 Million 0.69%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 06, 2025
SELL
$27.61 - $29.15 $14,246 - $15,041
-516 Reduced 4.29%
11,501 $335 Million
Q2 2025

Jul 07, 2025
BUY
$23.55 - $27.67 $164 - $193
7 Added 0.06%
12,017 $333 Million
Q1 2025

May 13, 2025
BUY
$25.77 - $27.6 $309,497 - $331,476
12,010 New
12,010 $315 Million

Others Institutions Holding SCHV

# of Institutions
964
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
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