Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 22,822 shares of SCHV stock, worth $664,348. This represents 0.22% of its overall portfolio holdings.

Number of Shares
22,822
Previous 4,254 436.48%
Holding current value
$664,348
Previous $113 Million 489.63%
% of portfolio
0.22%
Previous 0.04%

Shares

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

Aug 11, 2025
BUY
$23.55 - $27.67 $437,276 - $513,776
18,568 Added 436.48%
22,822 $667 Million
Q1 2025

May 05, 2025
BUY
$25.77 - $27.6 $49,066 - $52,550
1,904 Added 81.02%
4,254 $113 Million
Q4 2024

Feb 10, 2025
BUY
$25.79 - $80.4 $60,606 - $188,940
2,350 New
2,350 $61.3 Million

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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