Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History

Schneider Downs Wealth Management Advisors, LP

$536 Million
Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 191,224 shares of SCHV stock, worth $5.12 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

191,224

Previous 190,243 0.52%

Holding current value

$5.12 Million

Previous $4.96 Million 2.48%

% of portfolio

0.95%

Previous 0.96%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.77 - $27.6 $25,280 - $27,075	981 Added 0.52%	191,224 $5.08 Million
Q4 2024 Feb 04, 2025	BUY	$25.79 - $80.4 $3.49 Million - $10.9 Million	135,338 Added 246.49%	190,243 $4.96 Million
Q3 2024 Nov 06, 2024	BUY	$73.43 - $80.37 $64,618 - $70,725	880 Added 1.63%	54,905 $4.41 Million
Q2 2024 Aug 07, 2024	SELL	$71.74 - $75.86 $333,088 - $352,217	-4,643 Reduced 7.91%	54,025 $4 Million
Q1 2024 May 08, 2024	SELL	$68.82 - $75.98 $2.6 Million - $2.87 Million	-37,815 Reduced 39.19%	58,668 $4.46 Million
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $3.3 Million - $3.79 Million	53,959 Added 126.89%	96,483 $6.76 Million
Q3 2023 Nov 06, 2023	SELL	$64.45 - $69.39 $511,861 - $551,095	-7,942 Reduced 15.74%	42,524 $2.74 Million
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $87,268 - $92,615	-1,378 Reduced 2.66%	50,466 $3.39 Million
Q1 2023 May 04, 2023	BUY	$62.59 - $69.3 $6,634 - $7,345	106 Added 0.2%	51,844 $3.4 Million
Q4 2022 Feb 01, 2023	BUY	$59.13 - $69.24 $575,985 - $674,466	9,741 Added 23.19%	51,738 $3.42 Million
Q3 2022 Oct 26, 2022	SELL	$58.51 - $69.02 $117 - $138	-2 Reduced -0.0%	41,997 $2.46 Million
Q2 2022 Jul 13, 2022	BUY	$60.93 - $72.3 $71,044 - $84,301	1,166 Added 2.86%	41,999 $2.62 Million
Q1 2022 May 02, 2022	BUY	$67.71 - $74.19 $124,247 - $136,138	1,835 Added 4.71%	40,833 $2.92 Million
Q4 2021 Jan 31, 2022	BUY	$67.9 - $73.3 $153,725 - $165,951	2,264 Added 6.16%	38,998 $2.86 Million
Q3 2021 Oct 14, 2021	SELL	$66.91 - $71.05 $13,047 - $13,854	-195 Reduced 0.53%	36,734 $2.48 Million
Q2 2021 Jul 20, 2021	BUY	$65.81 - $69.75 $127,276 - $134,896	1,934 Added 5.53%	36,929 $2.53 Million
Q1 2021 Apr 26, 2021	BUY	$58.71 - $65.66 $803,798 - $898,951	13,691 Added 64.26%	34,995 $2.28 Million
Q4 2020 Jan 21, 2021	BUY	$50.83 - $59.53 $359,520 - $421,055	7,073 Added 49.7%	21,304 $1.27 Million
Q3 2020 Oct 14, 2020	BUY	$49.44 - $54.86 $233,505 - $259,103	4,723 Added 49.67%	14,231 $743,000
Q4 2019 Jan 23, 2020	BUY	$54.73 - $60.25 $274,580 - $302,274	5,017 Added 111.71%	9,508 $572,000
Q3 2019 Nov 05, 2019	SELL	$56.56 - $57.5 $1,527 - $1,552	-27 Reduced 0.6%	4,491 $255,000
Q1 2019 May 01, 2019	BUY	N/A	227 Added 5.29%	4,518 $247,000
Q4 2018 Jan 31, 2019	BUY	N/A	4,291 New	4,291 $212,000

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History