U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 13,832 shares of SCHV stock, worth $402,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,832
Previous 13,828 0.03%
Holding current value
$402,649
Previous $382,000 5.24%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$27.61 - $29.15 $110 - $116
4 Added 0.03%
13,832 $402,000
Q2 2025

Jul 14, 2025
BUY
$23.55 - $27.67 $70 - $83
3 Added 0.02%
13,828 $382,000
Q1 2025

Apr 29, 2025
BUY
$25.77 - $27.6 $10,462 - $11,205
406 Added 3.03%
13,825 $367,000
Q4 2024

Jan 24, 2025
BUY
$25.79 - $80.4 $264,631 - $824,984
10,261 Added 324.92%
13,419 $349,000
Q2 2024

Jul 11, 2024
SELL
$71.74 - $75.86 $25,324 - $26,778
-353 Reduced 10.05%
3,158 $233,000
Q1 2024

May 10, 2024
BUY
$68.82 - $75.98 $241,627 - $266,765
3,511 New
3,511 $266,000
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $18,651 - $20,651
-298 Reduced 7.33%
3,768 $247,000
Q4 2022

Feb 03, 2023
SELL
$59.13 - $69.24 $51,857 - $60,723
-877 Reduced 17.74%
4,066 $268,000
Q3 2022

Nov 01, 2022
SELL
$58.51 - $69.02 $19,600 - $23,121
-335 Reduced 6.35%
4,943 $289,000
Q2 2022

Aug 12, 2022
BUY
$60.93 - $72.3 $3,655 - $4,338
60 Added 1.15%
5,278 $329,000
Q1 2022

May 12, 2022
BUY
$67.71 - $74.19 $91,747 - $100,527
1,355 Added 35.08%
5,218 $373,000
Q4 2021

Jan 21, 2022
BUY
$67.9 - $73.3 $262,297 - $283,157
3,863 New
3,863 $283,000

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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