Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Bright Futures Wealth Management, Llc.

  • $111 Million
  • Q3 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 11,115 shares of SCHV stock, worth $322,223. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,115
Previous 10,967 1.35%
Holding current value
$322,223
Previous $291,000 11.0%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Nov 12, 2025
BUY
$27.61 - $29.15 $4,086 - $4,314
148 Added 1.35%
11,115 $323,000
Q1 2025

Apr 22, 2025
SELL
$25.77 - $27.6 $10,076 - $10,791
-391 Reduced 3.44%
10,967 $291,000
Q4 2024

Jan 30, 2025
BUY
$25.79 - $80.4 $292,922 - $913,183
11,358 New
11,358 $296,000

Others Institutions Holding SCHV

# of Institutions
973
Shares Held
357M
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
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email