Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History

Zhang Financial LLC

$2.13 Billion
Q2 2025

A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zhang Financial LLC holds 17,766 shares of SCHV stock, worth $517,701. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,766

Previous 16,716 6.28%

Holding current value

$517,701

Previous $439,000 11.85%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$23.55 - $27.67 $24,727 - $29,053	1,050 Added 6.28%	17,766 $491,000
Q1 2025 Apr 15, 2025	BUY	$25.77 - $27.6 $1,958 - $2,097	76 Added 0.46%	16,716 $439,000
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $286,836 - $894,208	11,122 Added 201.56%	16,640 $433,000
Q3 2024 Oct 15, 2024	SELL	$73.43 - $80.37 $74,898 - $81,977	-1,020 Reduced 15.6%	5,518 $443,000
Q1 2024 Apr 24, 2024	SELL	$68.82 - $75.98 $210,520 - $232,422	-3,059 Reduced 31.87%	6,538 $496,000
Q4 2023 Jan 31, 2024	SELL	$61.16 - $70.24 $123,237 - $141,533	-2,015 Reduced 17.35%	9,597 $672,000
Q3 2023 Oct 11, 2023	SELL	$64.45 - $69.39 $194,381 - $209,280	-3,016 Reduced 20.62%	11,612 $748,000
Q2 2023 Jul 18, 2023	BUY	$63.33 - $67.21 $3,989 - $4,234	63 Added 0.43%	14,628 $981,000
Q1 2023 May 10, 2023	SELL	$62.59 - $69.3 $23,909 - $26,472	-382 Reduced 2.56%	14,565 $955,000
Q4 2022 May 17, 2023	BUY	$59.13 - $69.24 $22,587 - $26,449	382 Added 2.62%	14,947 $986,000
Q4 2022 Jan 17, 2023	BUY	$59.13 - $69.24 $211,744 - $247,948	3,581 Added 31.51%	14,947 $987,000
Q3 2022 Oct 18, 2022	BUY	$58.51 - $69.02 $3,686 - $4,348	63 Added 0.56%	11,366 $665,000
Q2 2022 Jul 14, 2022	BUY	$60.93 - $72.3 $72,689 - $86,253	1,193 Added 11.8%	11,303 $706,000
Q1 2022 Apr 21, 2022	BUY	$67.71 - $74.19 $483,584 - $529,864	7,142 Added 240.63%	10,110 $722,000
Q4 2021 Feb 10, 2022	BUY	$67.9 - $73.3 $201,527 - $217,554	2,968 New	2,968 $217,000
Q3 2021 Oct 20, 2021	SELL	$66.91 - $71.05 $196,447 - $208,602	-2,936 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$65.81 - $69.75 $193,218 - $204,786	2,936 New	2,936 $201,000

Others Institutions Holding SCHV

# of Institutions

965

Shares Held

342M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History