Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Large C Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 17,036 shares of SCHV stock, worth $491,147. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,036
Previous 16,986 0.29%
Holding current value
$491,147
Previous $451,000 4.43%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 13, 2025
BUY
$23.55 - $27.67 $1,177 - $1,383
50 Added 0.29%
17,036 $471,000
Q1 2025

May 08, 2025
BUY
$25.77 - $27.6 $9,483 - $10,156
368 Added 2.21%
16,986 $451,000
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $336,997 - $1.05 Million
13,067 Added 367.98%
16,618 $433,000
Q4 2023

Jan 29, 2024
BUY
$61.16 - $70.24 $217,179 - $249,422
3,551 New
3,551 $248,000
Q4 2022

Jan 25, 2023
BUY
$59.13 - $69.24 $58,656 - $68,686
992 Added 13.46%
8,360 $0
Q3 2022

Nov 10, 2022
BUY
$58.51 - $69.02 $40,137 - $47,347
686 Added 10.27%
7,368 $431,000
Q2 2022

Aug 11, 2022
BUY
$60.93 - $72.3 $9,139 - $10,845
150 Added 2.3%
6,682 $417,000
Q1 2022

May 04, 2022
BUY
$67.71 - $74.19 $59,449 - $65,138
878 Added 15.53%
6,532 $466,000
Q1 2020

Apr 16, 2020
BUY
$38.4 - $61.03 $217,113 - $345,063
5,654 New
5,654 $250,000

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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