Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Wealth Advisors holds 205,330 shares of SCHV stock, worth $5.5 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

205,330

Previous 209,123 1.81%

Holding current value

$5.5 Million

Previous $5.45 Million 0.11%

% of portfolio

0.35%

Previous 0.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.77 - $27.6 $97,745 - $104,686	-3,793 Reduced 1.81%	205,330 $5.46 Million
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $3.5 Million - $10.9 Million	135,839 Added 185.36%	209,123 $5.45 Million
Q3 2024 Nov 12, 2024	SELL	$73.43 - $80.37 $125,491 - $137,352	-1,709 Reduced 2.28%	73,284 $5.89 Million
Q2 2024 Aug 13, 2024	SELL	$71.74 - $75.86 $285,525 - $301,922	-3,980 Reduced 5.04%	74,993 $5.56 Million
Q1 2024 May 15, 2024	SELL	$68.82 - $75.98 $407,414 - $449,801	-5,920 Reduced 6.97%	78,973 $6 Million
Q4 2023 Feb 14, 2024	SELL	$61.16 - $70.24 $8.94 Million - $10.3 Million	-146,132 Reduced 63.25%	84,893 $5.95 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $855,122 - $920,666	-13,268 Reduced 5.43%	231,025 $14.9 Million
Q2 2023 Aug 11, 2023	SELL	$63.33 - $67.21 $2.35 Million - $2.5 Million	-37,152 Reduced 13.2%	244,293 $16.4 Million
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $288,477 - $319,403	4,609 Added 1.66%	281,445 $18.5 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $581,011 - $680,352	-9,826 Reduced 3.43%	276,836 $18.3 Million
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $9.4 Million - $11.1 Million	-160,722 Reduced 35.92%	286,662 $16.8 Million
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $2.36 Million - $2.8 Million	38,750 Added 9.48%	447,384 $27.9 Million
Q1 2022 May 12, 2022	SELL	$67.71 - $74.19 $6.74 Million - $7.39 Million	-99,598 Reduced 19.6%	408,634 $29.2 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $8.83 Million - $9.53 Million	130,015 Added 34.38%	508,232 $37.2 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $1.18 Million - $1.26 Million	17,685 Added 4.91%	378,217 $25.5 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $3.77 Million - $3.99 Million	57,267 Added 18.88%	360,532 $24.7 Million
Q1 2021 May 18, 2021	BUY	$58.71 - $65.66 $6.29 Million - $7.04 Million	107,195 Added 54.67%	303,265 $19.8 Million
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $2.64 Million - $3.09 Million	51,988 Added 36.08%	196,070 $11.7 Million
Q3 2020 Nov 16, 2020	SELL	$49.44 - $54.86 $3.77 Million - $4.19 Million	-76,350 Reduced 34.64%	144,082 $7.52 Million
Q2 2020 Aug 14, 2020	BUY	$42.21 - $55.29 $597,398 - $782,519	14,153 Added 6.86%	220,432 $11 Million
Q1 2020 May 15, 2020	BUY	$38.4 - $61.03 $7.34 Million - $11.7 Million	191,159 Added 1264.28%	206,279 $9.13 Million
Q4 2019 Feb 14, 2020	BUY	$54.73 - $60.25 $827,517 - $910,980	15,120 New	15,120 $909,000

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History