Pensionmark Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 137,255 shares of SCHV stock, worth $3.84 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
137,255
Previous 1,102,992 87.56%
Holding current value
$3.84 Million
Previous $29.3 Million 87.05%
% of portfolio
0.09%
Previous 0.79%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$23.55 - $27.67 $22.7 Million - $26.7 Million
-965,737 Reduced 87.56%
137,255 $3.8 Million
Q1 2025

Apr 29, 2025
BUY
$25.77 - $27.6 $27 Million - $29 Million
1,049,014 Added 1943.41%
1,102,992 $29.3 Million
Q4 2024

Feb 12, 2025
SELL
$25.79 - $80.4 $4.21 Million - $13.1 Million
-163,106 Reduced 75.13%
53,978 $1.41 Million
Q3 2024

Nov 14, 2024
BUY
$73.43 - $80.37 $14.7 Million - $16.1 Million
200,064 Added 1175.46%
217,084 $17.4 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $144,699 - $153,009
2,017 Added 13.44%
17,020 $1.26 Million
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $49,343 - $54,477
717 Added 5.02%
15,003 $1.14 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $10.8 Million - $12.4 Million
-176,706 Reduced 92.52%
14,286 $1 Million
Q3 2023

Nov 14, 2023
BUY
$64.45 - $69.39 $11.6 Million - $12.5 Million
180,064 Added 1647.73%
190,992 $12.3 Million
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $101,201 - $107,401
-1,598 Reduced 12.76%
10,928 $733,000
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $11 Million - $12.2 Million
-175,515 Reduced 93.34%
12,526 $821,000
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $10.5 Million - $12.3 Million
177,081 Added 1615.7%
188,041 $12.4 Million
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $33,701 - $39,755
-576 Reduced 4.99%
10,960 $641,000
Q2 2022

Aug 09, 2022
SELL
$60.93 - $72.3 $13.3 Million - $15.8 Million
-218,146 Reduced 94.98%
11,536 $765,000
Q1 2022

May 12, 2022
SELL
$67.71 - $74.19 $596,321 - $653,391
-8,807 Reduced 3.69%
229,682 $16.4 Million
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $15.6 Million - $16.9 Million
230,230 Added 2787.63%
238,489 $17.1 Million
Q3 2021

Nov 12, 2021
BUY
$66.91 - $71.05 $240,073 - $254,927
3,588 Added 76.81%
8,259 $557,000
Q2 2021

Aug 12, 2021
BUY
$65.81 - $69.75 $307,398 - $325,802
4,671 New
4,671 $319,000
Q1 2021

May 17, 2021
SELL
$58.71 - $65.66 $8.5 Million - $9.51 Million
-144,820 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $7.36 Million - $8.62 Million
144,820 New
144,820 $9.06 Million
Q4 2019

Feb 13, 2020
SELL
$54.73 - $60.25 $8.5 Million - $9.35 Million
-155,240 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$56.56 - $57.5 $8.78 Million - $8.93 Million
155,240 New
155,240 $8.81 Million
Q1 2019

May 14, 2019
SELL
N/A
-5,344 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
5,344 New
5,344 $287,000

Others Institutions Holding SCHV

# of Institutions
963
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 Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email