Sky Oak Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025

A detailed history of Sky Oak Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 21,798 shares of SCHV stock, worth $628,436. This represents 0.12% of its overall portfolio holdings.

Number of Shares
21,798
Previous 21,798 -0.0%
Holding current value
$628,436
Previous $579,000 4.15%
% of portfolio
0.12%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$25.77 - $27.6 $43,989 - $47,113
-1,707 Reduced 7.26%
21,798 $579,000
Q4 2024

Jan 24, 2025
BUY
$25.79 - $80.4 $402,736 - $1.26 Million
15,616 Added 197.95%
23,505 $612,000
Q2 2024

Aug 12, 2024
SELL
$71.74 - $75.86 $2,726 - $2,882
-38 Reduced 0.48%
7,889 $584,000
Q1 2024

Apr 29, 2024
SELL
$68.82 - $75.98 $16,998 - $18,767
-247 Reduced 3.02%
7,927 $602,000
Q4 2023

Jan 12, 2024
SELL
$61.16 - $70.24 $2,385 - $2,739
-39 Reduced 0.47%
8,174 $572,000
Q3 2023

Oct 24, 2023
BUY
$64.45 - $69.39 $34,287 - $36,915
532 Added 6.93%
8,213 $529,000
Q2 2023

Jul 20, 2023
BUY
$63.33 - $67.21 $67,953 - $72,116
1,073 Added 16.24%
7,681 $515,000
Q1 2023

May 02, 2023
SELL
$62.59 - $69.3 $11,141 - $12,335
-178 Reduced 2.62%
6,608 $433,000
Q4 2022

Jan 26, 2023
BUY
$59.13 - $69.24 $26,135 - $30,604
442 Added 6.97%
6,786 $0
Q3 2022

Oct 25, 2022
BUY
$58.51 - $69.02 $29,723 - $35,062
508 Added 8.7%
6,344 $371,000
Q2 2022

Jul 26, 2022
SELL
$60.93 - $72.3 $45,088 - $53,502
-740 Reduced 11.25%
5,836 $364,000
Q1 2022

Apr 18, 2022
BUY
$67.71 - $74.19 $445,260 - $487,873
6,576 New
6,576 $469,000
Q1 2020

May 04, 2020
SELL
$38.4 - $61.03 $254,400 - $404,323
-6,625 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$54.73 - $60.25 $362,586 - $399,156
6,625 New
6,625 $398,000

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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