Spring Vest Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 195,326 shares of SCHV stock, worth $5.47 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
195,326
Previous 185,364 5.37%
Holding current value
$5.47 Million
Previous $4.93 Billion 9.7%
% of portfolio
4.38%
Previous 4.09%

Shares

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

Jul 23, 2025
BUY
$23.55 - $27.67 $234,605 - $275,648
9,962 Added 5.37%
195,326 $5.4 Billion
Q1 2025

May 06, 2025
SELL
$25.77 - $27.6 $64,399 - $68,972
-2,499 Reduced 1.33%
185,364 $4.93 Billion
Q4 2024

Mar 10, 2025
BUY
$25.79 - $80.4 $4.84 Million - $15.1 Million
187,863 New
187,863 $4.9 Billion

Others Institutions Holding SCHV

# of Institutions
957
Shares Held
336M
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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