Schrum Private Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schrum Private Wealth Management LLC

  • $124 Million
  • Q2 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 15,541 shares of SCHV stock, worth $453,330. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,541
Previous 15,767 1.43%
Holding current value
$453,330
Previous $419,000 2.63%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Jul 23, 2025
SELL
$23.55 - $27.67 $5,322 - $6,253
-226 Reduced 1.43%
15,541 $430,000
Q1 2025

May 02, 2025
SELL
$25.77 - $27.6 $8,607 - $9,218
-334 Reduced 2.07%
15,767 $419,000
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $138,518 - $431,828
5,371 Added 50.06%
16,101 $419,000
Q3 2024

Nov 05, 2024
BUY
$73.43 - $80.37 $394,245 - $431,506
5,369 Added 100.15%
10,730 $862,000
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $137 - $151
2 Added 0.04%
5,361 $407,000
Q4 2023

Jan 25, 2024
BUY
$61.16 - $70.24 $244 - $280
4 Added 0.07%
5,359 $375,000
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $128 - $138
2 Added 0.04%
5,355 $345,000
Q2 2023

Jul 24, 2023
BUY
$63.33 - $67.21 $63 - $67
1 Added 0.02%
5,353 $359,000
Q1 2023

Apr 19, 2023
BUY
$62.59 - $69.3 $125 - $138
2 Added 0.04%
5,352 $350,000
Q4 2022

Jan 19, 2023
BUY
$59.13 - $69.24 $59 - $69
1 Added 0.02%
5,350 $0
Q3 2022

Oct 26, 2022
BUY
$58.51 - $69.02 $86,711 - $102,287
1,482 Added 38.32%
5,349 $313,000
Q2 2022

Jul 22, 2022
SELL
$60.93 - $72.3 $42,833 - $50,826
-703 Reduced 15.38%
3,867 $241,000
Q1 2022

May 05, 2022
BUY
$67.71 - $74.19 $20,854 - $22,850
308 Added 7.23%
4,570 $313,000
Q4 2021

Mar 11, 2022
BUY
$67.9 - $73.3 $289,389 - $312,404
4,262 New
4,262 $311,000

Others Institutions Holding SCHV

# of Institutions
964
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 Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email