Bleakley Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Bleakley Financial Group, LLC

$4.31 Trillion
Q3 2025

A detailed history of Bleakley Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 67,891 shares of SCHV stock, worth $1.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

67,891

Previous 67,891 -0.0%

Holding current value

$1.97 Million

Previous $1.88 Billion 5.2%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$23.55 - $27.67 $137,932 - $162,063	-5,857 Reduced 7.94%	67,891 $1.88 Billion
Q1 2025 May 01, 2025	SELL	$25.77 - $27.6 $53,627 - $57,435	-2,081 Reduced 2.74%	73,748 $1.96 Billion
Q4 2024 Jan 27, 2025	BUY	$25.79 - $80.4 $1.32 Million - $4.12 Million	51,251 Added 208.52%	75,829 $1.98 Billion
Q3 2024 Oct 16, 2024	BUY	$73.43 - $80.37 $2,349 - $2,571	32 Added 0.13%	24,578 $1.98 Billion
Q4 2023 Jan 25, 2024	SELL	$61.16 - $70.24 $136,019 - $156,213	-2,224 Reduced 8.31%	24,546 $1.72 Billion

Q3 2023 Nov 14, 2023	SELL	$64.45 - $69.39 $12,890 - $13,878	-200 Reduced 0.74%	26,770 $1.73 Billion
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $141,605 - $150,281	2,236 Added 9.04%	26,970 $1.81 Billion
Q1 2023 May 12, 2023	SELL	$62.59 - $69.3 $11,391 - $12,612	-182 Reduced 0.73%	24,734 $1.62 Billion
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $1.47 Million - $1.73 Million	24,916 New	24,916 $1.64 Billion

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Bleakley Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History