Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waterford Advisors, LLC

$289 Billion
Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 149,374 shares of SCHV stock, worth $4.33 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

149,374

Previous 336,201 55.57%

Holding current value

$4.33 Million

Previous $9.3 Million 46645.52%

% of portfolio

1.5%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$27.61 - $29.15 $5.16 Million - $5.45 Million	-186,827 Reduced 55.57%	149,374 $4.35 Billion
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $4.48 Million - $5.27 Million	190,327 Added 130.47%	336,201 $9.3 Million
Q1 2025 May 14, 2025	SELL	$25.77 - $27.6 $58,523 - $62,679	-2,271 Reduced 1.53%	145,874 $3.88 Million
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $2.55 Million - $7.94 Million	98,763 Added 200.0%	148,145 $3.86 Million
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $116,092 - $127,064	-1,581 Reduced 3.1%	49,382 $3.97 Million

Q2 2024 Aug 14, 2024	BUY	$71.74 - $75.86 $18,652 - $19,723	260 Added 0.51%	50,963 $3.78 Million
Q4 2023 Feb 13, 2024	BUY	$61.16 - $70.24 $14,189 - $16,295	232 Added 0.46%	50,703 $3.55 Million
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $2.98 Million - $3.49 Million	50,471 New	50,471 $3.33 Million

Others Institutions Holding SCHV

# of Institutions

979

Shares Held

359M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History