Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Martel Wealth Advisors Inc

$571 Billion
Q3 2025

A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 503,260 shares of SCHV stock, worth $14.6 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

503,260

Previous 522,059 3.6%

Holding current value

$14.6 Million

Previous $14.4 Billion 1.42%

% of portfolio

2.57%

Previous 2.68%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$27.61 - $29.15 $519,040 - $547,990	-18,799 Reduced 3.6%	503,260 $14.6 Billion
Q2 2025 Jul 17, 2025	SELL	$23.55 - $27.67 $235,217 - $276,367	-9,988 Reduced 1.88%	522,059 $14.4 Billion
Q1 2025 Apr 16, 2025	BUY	$25.77 - $27.6 $204,484 - $219,006	7,935 Added 1.51%	532,047 $14.1 Billion
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $9.01 Million - $28.1 Million	349,472 Added 200.11%	524,112 $13.7 Billion
Q3 2024 Oct 09, 2024	SELL	$73.43 - $80.37 $77,468 - $84,790	-1,055 Reduced 0.6%	174,640 $14 Billion
Q2 2024 Oct 09, 2024	SELL	$71.74 - $75.86 $149,864 - $158,471	-2,089 Reduced 1.18%	175,695 $13 Billion
Q1 2024 Oct 09, 2024	SELL	$68.82 - $75.98 $211,277 - $233,258	-3,070 Reduced 1.7%	177,784 $13.5 Billion
Q4 2023 Oct 09, 2024	SELL	$61.16 - $70.24 $67,276 - $77,264	-1,100 Reduced 0.6%	180,854 $12.7 Billion
Q3 2023 Oct 09, 2024	SELL	$64.45 - $69.39 $238,980 - $257,298	-3,708 Reduced 2.0%	181,954 $11.7 Billion
Q2 2023 Oct 09, 2024	SELL	$63.33 - $67.21 $1.08 Million - $1.15 Million	-17,053 Reduced 8.41%	185,662 $12.5 Billion
Q1 2023 Oct 09, 2024	BUY	$62.59 - $69.3 $1.35 Million - $1.49 Million	21,492 Added 11.86%	202,715 $13.3 Billion
Q4 2022 Oct 09, 2024	BUY	$59.13 - $69.24 $5.73 Million - $6.71 Million	96,856 Added 114.8%	181,223 $12 Billion
Q3 2022 Oct 09, 2024	BUY	$58.51 - $69.02 $2.14 Million - $2.53 Million	36,641 Added 76.77%	84,367 $5.67 Billion
Q2 2022 Oct 09, 2024	BUY	$60.93 - $72.3 $1.7 Million - $2.01 Million	27,846 Added 140.07%	47,726 $2.98 Billion
Q1 2022 Oct 09, 2024	BUY	$67.71 - $74.19 $177,603 - $194,600	2,623 Added 15.2%	19,880 $1.42 Billion
Q4 2021 Oct 09, 2024	BUY	$67.9 - $73.3 $84,739 - $91,478	1,248 Added 7.8%	17,257 $1.23 Billion
Q3 2021 Oct 09, 2024	BUY	$66.91 - $71.05 $94,209 - $100,038	1,408 Added 9.64%	16,009 $884 Million
Q2 2021 Oct 09, 2024	BUY	$65.81 - $69.75 $55,872 - $59,217	849 Added 6.17%	14,601 $806 Million
Q1 2021 Oct 09, 2024	BUY	$58.71 - $65.66 $33,171 - $37,097	565 Added 4.28%	13,752 $759 Million
Q4 2020 Oct 09, 2024	BUY	$50.83 - $59.53 $670,295 - $785,022	13,187 New	13,187 $728 Million
Q3 2020 Oct 18, 2024	BUY	$49.44 - $54.86 $11,568 - $12,837	234 Added 1.89%	12,606 $658 Million
Q2 2020 Oct 18, 2024	SELL	$42.21 - $55.29 $146,257 - $191,579	-3,465 Reduced 21.88%	12,372 $620 Million
Q1 2020 Oct 18, 2024	BUY	$38.4 - $61.03 $253,555 - $402,981	6,603 Added 71.51%	15,837 $701 Million
Q4 2019 Oct 18, 2024	SELL	$54.73 - $60.25 $6,458 - $7,109	-118 Reduced 1.26%	9,234 $555 Million
Q3 2019 Oct 18, 2024	BUY	$56.56 - $57.5 $339 - $345	6 Added 0.06%	9,352 $531 Million
Q2 2019 Oct 18, 2024	SELL	N/A	-72,993 Reduced 88.65%	9,346 $525 Million
Q1 2019 Oct 18, 2024	BUY	N/A	73,081 Added 789.38%	82,339 $4.51 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-165,382 Reduced 94.7%	9,258 $456 Million

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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Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History