Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 30,452 shares of SCHV stock, worth $888,284. This represents 0.07% of its overall portfolio holdings.

Number of Shares

30,452

Previous 31,263 2.59%

Holding current value

$888,284

Previous $830,000 1.45%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$23.55 - $27.67 $19,099 - $22,440	-811 Reduced 2.59%	30,452 $842,000
Q1 2025 May 09, 2025	SELL	$25.77 - $27.6 $1,211 - $1,297	-47 Reduced 0.15%	31,263 $830,000
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $536,432 - $1.67 Million	20,800 Added 197.91%	31,310 $816,000
Q3 2024 Oct 15, 2024	BUY	$73.43 - $80.37 $64,838 - $70,966	883 Added 9.17%	10,510 $844,000
Q2 2024 Jul 11, 2024	SELL	$71.74 - $75.86 $562,656 - $594,969	-7,843 Reduced 44.89%	9,627 $713,000
Q1 2024 Apr 16, 2024	SELL	$68.82 - $75.98 $561,846 - $620,300	-8,164 Reduced 31.85%	17,470 $1.33 Million
Q4 2023 Jan 09, 2024	SELL	$61.16 - $70.24 $2.59 Million - $2.98 Million	-42,378 Reduced 62.31%	25,634 $1.8 Million
Q3 2023 Oct 10, 2023	SELL	$64.45 - $69.39 $1.58 Million - $1.7 Million	-24,457 Reduced 26.45%	68,012 $4.38 Million
Q2 2023 Jul 12, 2023	BUY	$63.33 - $67.21 $172,320 - $182,878	2,721 Added 3.03%	92,469 $6.2 Million
Q1 2023 Apr 20, 2023	SELL	$62.59 - $69.3 $1.82 Million - $2.02 Million	-29,100 Reduced 24.49%	89,748 $5.89 Million
Q3 2022 Oct 18, 2022	BUY	$58.51 - $69.02 $534,020 - $629,945	9,127 Added 8.32%	118,848 $6.95 Million
Q2 2022 Jul 12, 2022	BUY	$60.93 - $72.3 $608,995 - $722,638	9,995 Added 10.02%	109,721 $6.9 Million
Q1 2022 Apr 29, 2022	BUY	$67.71 - $74.19 $2.63 Million - $2.88 Million	38,822 Added 63.74%	99,726 $0
Q4 2021 Jan 28, 2022	BUY	$67.9 - $73.3 $4.14 Million - $4.46 Million	60,904 New	60,904 $4.46 Million

Others Institutions Holding SCHV

# of Institutions

964

Shares Held

341M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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