A detailed history of Sgl Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 10,403 shares of SCHV stock, worth $295,341. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,403
Previous 8,977 15.89%
Holding current value
$295,341
Previous $235 Million 23.58%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Jul 23, 2025

BUY
$23.55 - $27.67 $33,582 - $39,457
1,426 Added 15.89%
10,403 $291 Million
Q1 2025

May 09, 2025

BUY
$25.77 - $27.6 $231,337 - $247,765
8,977 New
8,977 $235 Million
Q3 2024

Nov 15, 2024

BUY
$73.43 - $80.37 $539,416 - $590,398
7,346 New
7,346 $200 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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