Ci Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 74,272 shares of SCHV stock, worth $2.15 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74,272
Previous 74,606 0.45%
Holding current value
$2.15 Million
Previous $2.06 Million 4.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$27.61 - $29.15 $9,221 - $9,736
-334 Reduced 0.45%
74,272 $2.16 Million
Q2 2025

Sep 26, 2025
SELL
$23.55 - $27.67 $2.87 Million - $3.37 Million
-121,688 Reduced 61.99%
74,606 $2.06 Million
Q2 2025

Aug 15, 2025
BUY
$23.55 - $27.67 $2.83 Million - $3.33 Million
120,320 Added 158.37%
196,294 $5.43 Million
Q1 2025

May 14, 2025
BUY
$25.77 - $27.6 $390,647 - $418,388
15,159 Added 24.93%
75,974 $2.02 Million
Q4 2024

Feb 10, 2025
BUY
$25.79 - $80.4 $904,455 - $2.82 Million
35,070 Added 136.22%
60,815 $1.59 Million
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $501,306 - $548,685
6,827 Added 36.09%
25,745 $2.07 Million
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $126,477 - $133,741
-1,763 Reduced 8.52%
18,918 $1.4 Million
Q1 2024

May 09, 2024
SELL
$68.82 - $75.98 $25,807 - $28,492
-375 Reduced 1.78%
20,681 $1.57 Million
Q4 2023

Feb 09, 2024
SELL
$61.16 - $70.24 $230,328 - $264,523
-3,766 Reduced 15.17%
21,056 $1.48 Million
Q3 2023

Nov 03, 2023
BUY
$64.45 - $69.39 $820,126 - $882,987
12,725 Added 105.19%
24,822 $1.6 Million
Q2 2023

Aug 10, 2023
SELL
$63.33 - $67.21 $889,976 - $944,502
-14,053 Reduced 53.74%
12,097 $811,000
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $395,819 - $438,253
6,324 Added 31.9%
26,150 $1.71 Million
Q4 2022

Feb 15, 2023
BUY
$59.13 - $69.24 $1.17 Million - $1.37 Million
19,826 New
19,826 $1.31 Million

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
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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