Spring Vest Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 190,751 shares of SCHV stock, worth $5.53 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
190,751
Previous 195,326 2.34%
Holding current value
$5.53 Million
Previous $5.4 Billion 2.74%
% of portfolio
4.08%
Previous 4.38%

Shares

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

Nov 04, 2025
SELL
$27.61 - $29.15 $126,315 - $133,361
-4,575 Reduced 2.34%
190,751 $5.55 Billion
Q2 2025

Jul 23, 2025
BUY
$23.55 - $27.67 $234,605 - $275,648
9,962 Added 5.37%
195,326 $5.4 Billion
Q1 2025

May 06, 2025
SELL
$25.77 - $27.6 $64,399 - $68,972
-2,499 Reduced 1.33%
185,364 $4.93 Billion
Q4 2024

Mar 10, 2025
BUY
$25.79 - $80.4 $4.84 Million - $15.1 Million
187,863 New
187,863 $4.9 Billion

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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