Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

$164 Billion
Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 14,356 shares of SCHV stock, worth $417,903. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,356

Previous 14,291 0.45%

Holding current value

$417,903

Previous $380 Million 4.58%

% of portfolio

0.24%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $1,530 - $1,798	65 Added 0.45%	14,356 $397 Million
Q1 2025 Aug 14, 2025	SELL	$25.77 - $27.6 $20,822 - $22,300	-808 Reduced 5.35%	14,291 $380 Million
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $260,685 - $812,683	10,108 Added 202.52%	15,099 $394 Million
Q3 2024 Nov 07, 2024	BUY	$73.43 - $80.37 $4,038 - $4,420	55 Added 1.11%	4,991 $401 Million
Q2 2024 Aug 13, 2024	SELL	$71.74 - $75.86 $375,845 - $397,430	-5,239 Reduced 51.49%	4,936 $366 Million
Q1 2024 May 14, 2024	SELL	$68.82 - $75.98 $6,881 - $7,598	-100 Reduced 0.97%	10,175 $773 Million
Q4 2023 Feb 14, 2024	BUY	$61.16 - $70.24 $628,419 - $721,716	10,275 New	10,275 $720 Million

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History