M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

M3 Advisory Group, LLC

$160 Billion
Q3 2025

A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 93,263 shares of SCHV stock, worth $2.7 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

93,263

Previous 92,987 0.3%

Holding current value

$2.7 Million

Previous $2.57 Billion 5.52%

% of portfolio

1.69%

Previous 1.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$27.61 - $29.15 $7,620 - $8,045	276 Added 0.3%	93,263 $2.71 Billion
Q2 2025 Jul 25, 2025	BUY	$23.55 - $27.67 $32,428 - $38,101	1,377 Added 1.5%	92,987 $2.57 Billion
Q1 2025 Apr 22, 2025	BUY	$25.77 - $27.6 $31,490 - $33,727	1,222 Added 1.35%	91,610 $2.43 Billion
Q4 2024 Jan 21, 2025	BUY	$25.79 - $80.4 $1.66 Million - $5.18 Million	64,470 Added 248.75%	90,388 $2.36 Billion
Q3 2024 Oct 17, 2024	BUY	$73.43 - $80.37 $131,513 - $143,942	1,791 Added 7.42%	25,918 $2.08 Billion
Q2 2024 Jul 19, 2024	BUY	$71.74 - $75.86 $119,734 - $126,610	1,669 Added 7.43%	24,127 $1.79 Billion
Q1 2024 Apr 29, 2024	BUY	$68.82 - $75.98 $39,227 - $43,308	570 Added 2.6%	22,458 $1.71 Billion
Q4 2023 Mar 19, 2024	BUY	$61.16 - $70.24 $1.34 Million - $1.54 Million	21,888 New	21,888 $1.53 Billion

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History