Total Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Total Wealth Planning, LLC holds 312,556 shares of SCHV stock, worth $9.12 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

312,556

Previous 285,238 9.58%

Holding current value

$9.12 Million

Previous $7.51 Million 15.2%

% of portfolio

1.16%

Previous 1.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$23.55 - $27.67 $643,338 - $755,889	27,318 Added 9.58%	312,556 $8.65 Million
Q1 2025 Apr 15, 2025	SELL	$25.77 - $27.6 $191,728 - $205,344	-7,440 Reduced 2.54%	285,238 $7.51 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $4.81 Million - $15 Million	186,440 Added 175.49%	292,678 $7.63 Million
Q3 2024 Oct 10, 2024	SELL	$73.43 - $80.37 $217,059 - $237,573	-2,956 Reduced 2.71%	106,238 $8.54 Million
Q2 2024 Aug 02, 2024	SELL	$71.74 - $75.86 $487,042 - $515,013	-6,789 Reduced 5.85%	109,194 $8.09 Million
Q1 2024 Apr 18, 2024	SELL	$68.82 - $75.98 $630,735 - $696,356	-9,165 Reduced 7.32%	115,983 $8.81 Million
Q4 2023 Feb 05, 2024	SELL	$61.16 - $70.24 $321,395 - $369,111	-5,255 Reduced 4.03%	125,148 $8.77 Million
Q3 2023 Nov 08, 2023	SELL	$64.45 - $69.39 $222,159 - $239,187	-3,447 Reduced 2.58%	130,403 $8.41 Million
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $178,717 - $189,666	-2,822 Reduced 2.06%	133,850 $8.98 Million
Q1 2023 Apr 14, 2023	SELL	$62.59 - $69.3 $285,598 - $316,215	-4,563 Reduced 3.23%	136,672 $8.96 Million
Q4 2022 Feb 02, 2023	BUY	$59.13 - $69.24 $1.39 Million - $1.63 Million	23,552 Added 20.01%	141,235 $9.32 Million
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $642,439 - $757,839	10,980 Added 10.29%	117,683 $6.89 Million
Q2 2022 Aug 01, 2022	BUY	$60.93 - $72.3 $319,638 - $379,285	5,246 Added 5.17%	106,703 $6.66 Million
Q1 2022 May 13, 2022	SELL	$67.71 - $74.19 $3.23 Million - $3.54 Million	-47,699 Reduced 31.98%	101,457 $7.24 Million
Q4 2021 Feb 09, 2022	BUY	$67.9 - $73.3 $2.28 Million - $2.46 Million	33,589 Added 29.06%	149,156 $8.17 Million
Q3 2021 Nov 04, 2021	BUY	$66.91 - $71.05 $535,079 - $568,186	7,997 Added 7.43%	115,567 $7.8 Million
Q2 2021 Aug 16, 2021	SELL	$65.81 - $69.75 $952,270 - $1.01 Million	-14,470 Reduced 11.86%	107,570 $7.36 Million
Q1 2021 May 17, 2021	SELL	$58.71 - $65.66 $736,282 - $823,442	-12,541 Reduced 9.32%	122,040 $7.97 Million
Q4 2020 Feb 11, 2021	SELL	$50.83 - $59.53 $512,112 - $599,764	-10,075 Reduced 6.96%	134,581 $8.01 Million
Q3 2020 Nov 10, 2020	SELL	$49.44 - $54.86 $273,106 - $303,046	-5,524 Reduced 3.68%	144,656 $7.55 Million
Q2 2020 Aug 13, 2020	BUY	$42.21 - $55.29 $44,784 - $58,662	1,061 Added 0.71%	150,180 $7.53 Million
Q1 2020 May 13, 2020	SELL	$38.4 - $61.03 $619,430 - $984,474	-16,131 Reduced 9.76%	149,119 $6.6 Million
Q4 2019 Feb 11, 2020	BUY	$54.73 - $60.25 $64,471 - $70,974	1,178 Added 0.72%	165,250 $9.94 Million
Q3 2019 Nov 07, 2019	BUY	$56.56 - $57.5 $323,692 - $329,072	5,723 Added 3.61%	164,072 $9.31 Million
Q2 2019 Aug 06, 2019	BUY	N/A	9,193 Added 6.16%	158,349 $8.89 Million
Q1 2019 May 15, 2019	BUY	N/A	13,222 Added 9.73%	149,156 $8.17 Million
Q4 2018 Feb 14, 2019	BUY	N/A	135,934 New	135,934 $6.7 Million

Others Institutions Holding SCHV

# of Institutions

964

Shares Held

341M

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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Account

Total Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History