Weinberger Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History

Weinberger Asset Management, Inc

  • $276 Billion
  • Q3 2025

A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 294,938 shares of SCHV stock, worth $8.55 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
294,938
Previous 300,487 1.85%
Holding current value
$8.55 Million
Previous $8.31 Billion 3.26%
% of portfolio
3.11%
Previous 3.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$27.61 - $29.15 $153,207 - $161,753
-5,549 Reduced 1.85%
294,938 $8.59 Billion
Q2 2025

Jul 10, 2025
SELL
$23.55 - $27.67 $278,761 - $327,529
-11,837 Reduced 3.79%
300,487 $8.31 Billion
Q1 2025

Apr 08, 2025
SELL
$25.77 - $27.6 $207,680 - $222,428
-8,059 Reduced 2.52%
312,324 $8.3 Billion
Q4 2024

Feb 04, 2025
BUY
$25.79 - $80.4 $5.45 Million - $17 Million
211,362 Added 193.87%
320,383 $8.35 Billion
Q3 2024

Feb 04, 2025
SELL
$73.43 - $80.37 $46,921 - $51,356
-639 Reduced 0.58%
109,021 $8.76 Billion
Q2 2024

Feb 04, 2025
SELL
$71.74 - $75.86 $243,198 - $257,165
-3,390 Reduced 3.0%
109,660 $8.12 Billion
Q1 2024

Feb 04, 2025
SELL
$68.82 - $75.98 $38,470 - $42,472
-559 Reduced 0.49%
113,050 $8.59 Billion
Q4 2023

Feb 04, 2025
SELL
$61.16 - $70.24 $212,102 - $243,592
-3,468 Reduced 2.96%
113,609 $7.96 Billion
Q3 2023

Feb 04, 2025
BUY
$64.45 - $69.39 $65,287 - $70,292
1,013 Added 0.87%
117,077 $7.55 Billion
Q2 2023

Feb 04, 2025
SELL
$63.33 - $67.21 $68,966 - $73,191
-1,089 Reduced 0.93%
116,064 $7.79 Billion
Q1 2023

Feb 04, 2025
BUY
$62.59 - $69.3 $57,269 - $63,409
915 Added 0.79%
117,153 $7.68 Billion
Q4 2022

Feb 04, 2025
BUY
$59.13 - $69.24 $171,003 - $200,242
2,892 Added 2.55%
116,238 $7.67 Billion
Q3 2022

Feb 04, 2025
BUY
$58.51 - $69.02 $106,897 - $126,099
1,827 Added 1.64%
113,346 $6.63 Billion
Q2 2022

Feb 04, 2025
BUY
$60.93 - $72.3 $549,771 - $652,362
9,023 Added 8.8%
111,519 $6.96 Billion
Q1 2022

Feb 04, 2025
SELL
$67.71 - $74.19 $126,956 - $139,106
-1,875 Reduced 1.8%
102,496 $7.32 Billion
Q4 2021

Feb 04, 2025
BUY
$67.9 - $73.3 $7.09 Million - $7.65 Million
104,371 New
104,371 $7.64 Billion

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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