Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waterford Advisors, LLC

  • $241 Million
  • Q1 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 145,874 shares of SCHV stock, worth $4.08 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
145,874
Previous 148,145 1.53%
Holding current value
$4.08 Million
Previous $3.86 Million 0.39%
% of portfolio
1.61%
Previous 0.97%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.77 - $27.6 $58,523 - $62,679
-2,271 Reduced 1.53%
145,874 $3.88 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $2.55 Million - $7.94 Million
98,763 Added 200.0%
148,145 $3.86 Million
Q3 2024

Nov 14, 2024
SELL
$73.43 - $80.37 $116,092 - $127,064
-1,581 Reduced 3.1%
49,382 $3.97 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $18,652 - $19,723
260 Added 0.51%
50,963 $3.78 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $14,189 - $16,295
232 Added 0.46%
50,703 $3.55 Million
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $2.98 Million - $3.49 Million
50,471 New
50,471 $3.33 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
337M
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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