Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Thrive Wealth Management, LLC

$609 Million
Q2 2025

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 284,817 shares of SCHV stock, worth $7.97 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

284,817

Previous 240,315 18.52%

Holding current value

$7.97 Million

Previous $6.33 Million 24.58%

% of portfolio

1.29%

Previous 1.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$23.55 - $27.67 $1.05 Million - $1.23 Million	44,502 Added 18.52%	284,817 $7.88 Million
Q1 2025 Apr 10, 2025	SELL	$25.77 - $27.6 $607,347 - $650,476	-23,568 Reduced 8.93%	240,315 $6.33 Million
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $4.61 Million - $14.4 Million	178,767 Added 210.03%	263,883 $6.88 Million
Q3 2024 Oct 04, 2024	BUY	$73.43 - $80.37 $77,395 - $84,709	1,054 Added 1.25%	85,116 $6.84 Million
Q2 2024 Jul 12, 2024	SELL	$71.74 - $75.86 $17,719 - $18,737	-247 Reduced 0.29%	84,062 $6.23 Million
Q1 2024 Apr 15, 2024	SELL	$68.82 - $75.98 $187,259 - $206,741	-2,721 Reduced 3.13%	84,309 $6.41 Million
Q4 2023 Jan 09, 2024	BUY	$61.16 - $70.24 $2.02 Million - $2.32 Million	33,077 Added 61.31%	87,030 $6.1 Million
Q3 2023 Oct 13, 2023	SELL	$64.45 - $69.39 $124,259 - $133,783	-1,928 Reduced 3.45%	53,953 $3.48 Million
Q2 2023 Jul 11, 2023	SELL	$63.33 - $67.21 $740,011 - $785,348	-11,685 Reduced 17.29%	55,881 $3.75 Million
Q1 2023 Apr 07, 2023	BUY	$62.59 - $69.3 $8,950 - $9,909	143 Added 0.21%	67,566 $4.43 Million
Q4 2022 Jan 25, 2023	SELL	$59.13 - $69.24 $452,817 - $530,239	-7,658 Reduced 10.2%	67,423 $0
Q3 2022 Oct 24, 2022	BUY	$58.51 - $69.02 $1.4 Million - $1.65 Million	23,972 Added 46.9%	75,081 $4.39 Million
Q2 2022 Jul 11, 2022	BUY	$60.93 - $72.3 $831,816 - $987,039	13,652 Added 36.45%	51,109 $3.19 Million
Q1 2022 May 02, 2022	BUY	$67.71 - $74.19 $366,175 - $401,219	5,408 Added 16.87%	37,457 $2.67 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $2.18 Million - $2.35 Million	32,049 New	32,049 $2.35 Million

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

337M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Account

Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History