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

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 675,889 shares of SCHV stock, worth $19.6 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
675,889
Previous 669,217 1.0%
Holding current value
$19.6 Million
Previous $18.5 Million 6.25%
% of portfolio
1.78%
Previous 1.84%

Shares

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

Oct 23, 2025
BUY
$27.61 - $29.15 $184,213 - $194,488
6,672 Added 1.0%
675,889 $19.7 Million
Q2 2025

Aug 06, 2025
BUY
$23.55 - $27.67 $1.95 Million - $2.29 Million
82,907 Added 14.14%
669,217 $18.5 Million
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $10.5 Million - $32.7 Million
406,517 Added 226.1%
586,310 $15.3 Million
Q3 2024

Nov 07, 2024
BUY
$73.43 - $80.37 $399,165 - $436,891
5,436 Added 3.12%
179,793 $14.4 Million
Q2 2024

Aug 12, 2024
BUY
$71.74 - $75.86 $365,443 - $386,430
5,094 Added 3.01%
174,357 $13 Million
Q1 2024

May 08, 2024
BUY
$68.82 - $75.98 $442,787 - $488,855
6,434 Added 3.95%
169,263 $12.9 Million
Q4 2023

Feb 07, 2024
BUY
$61.16 - $70.24 $911,650 - $1.05 Million
14,906 Added 10.08%
162,829 $11.4 Million
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $1.93 Million - $2.08 Million
-29,924 Reduced 16.83%
147,923 $9.54 Million
Q1 2023

Apr 20, 2023
BUY
$62.59 - $69.3 $351,568 - $389,258
5,617 Added 3.26%
177,847 $11.7 Million
Q4 2022

Feb 09, 2023
BUY
$59.13 - $69.24 $10.2 Million - $11.9 Million
172,230 New
172,230 $11.4 Billion

Others Institutions Holding SCHV

# of Institutions
977
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
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