Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 16,774 shares of SCHV stock, worth $483,594. This represents 0.29% of its overall portfolio holdings.

Number of Shares
16,774
Previous 16,886 0.66%
Holding current value
$483,594
Previous $449 Million 3.41%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Aug 14, 2025
SELL
$23.55 - $27.67 $2,637 - $3,099
-112 Reduced 0.66%
16,774 $464 Million
Q1 2025

May 14, 2025
BUY
$25.77 - $27.6 $435,152 - $466,053
16,886 New
16,886 $449 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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