Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Large C Transaction History

Phil A. Younker & Associates, Ltd.

  • $101 Billion
  • Q2 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 12,660 shares of SCHV stock, worth $364,987. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,660
Previous 12,000 5.5%
Holding current value
$364,987
Previous $319 Million 9.83%
% of portfolio
0.35%
Previous 0.31%

Shares

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

Jul 16, 2025
BUY
$23.55 - $27.67 $15,543 - $18,262
660 Added 5.5%
12,660 $350 Million
Q4 2024

Apr 07, 2025
BUY
$25.79 - $80.4 $309,480 - $964,800
12,000 New
12,000 $313 Million

Others Institutions Holding SCHV

# of Institutions
962
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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