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

Martel Wealth Advisors Inc

$539 Billion
Q2 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 522,059 shares of SCHV stock, worth $14.5 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

522,059

Previous 532,047 1.88%

Holding current value

$14.5 Million

Previous $14.1 Billion 2.15%

% of portfolio

2.68%

Previous 2.82%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

956

Shares Held

336M

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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

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