Wmg Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 19,207 shares of SCHV stock, worth $546,631. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,207
Previous 18,632 3.09%
Holding current value
$546,631
Previous $495,000 7.27%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Jul 24, 2025
BUY
$23.55 - $27.67 $13,541 - $15,910
575 Added 3.09%
19,207 $531,000
Q1 2025

May 06, 2025
SELL
$25.77 - $27.6 $4,509 - $4,830
-175 Reduced 0.93%
18,632 $495,000
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $319,254 - $995,271
12,379 Added 192.58%
18,807 $490,000
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $22,616 - $24,753
308 Added 5.03%
6,428 $516,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $8,967 - $9,482
-125 Reduced 2.0%
6,120 $453,000
Q1 2024

May 07, 2024
BUY
$68.82 - $75.98 $429,780 - $474,495
6,245 New
6,245 $474,000

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
341M
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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