Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 142,074 shares of SCHV stock, worth $4.12 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
142,074
Previous 142,957 0.62%
Holding current value
$4.12 Million
Previous $3.96 Million 4.55%
% of portfolio
0.66%
Previous 0.69%

Shares

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

Oct 22, 2025
SELL
$27.61 - $29.15 $24,379 - $25,739
-883 Reduced 0.62%
142,074 $4.14 Million
Q2 2025

Aug 11, 2025
SELL
$23.55 - $27.67 $33,652 - $39,540
-1,429 Reduced 0.99%
142,957 $3.96 Million
Q1 2025

May 05, 2025
SELL
$25.77 - $27.6 $6,159 - $6,596
-239 Reduced 0.17%
144,386 $3.84 Million
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $2.47 Million - $7.69 Million
95,599 Added 195.0%
144,625 $3.77 Million
Q3 2024

Oct 28, 2024
SELL
$73.43 - $80.37 $36,421 - $39,863
-496 Reduced 1.0%
49,026 $3.94 Million
Q2 2024

Aug 05, 2024
SELL
$71.74 - $75.86 $43,904 - $46,426
-612 Reduced 1.22%
49,522 $3.67 Million
Q1 2024

Apr 24, 2024
SELL
$68.82 - $75.98 $26,495 - $29,252
-385 Reduced 0.76%
50,134 $3.81 Million
Q4 2023

Jan 25, 2024
SELL
$61.16 - $70.24 $88,498 - $101,637
-1,447 Reduced 2.78%
50,519 $3.54 Million
Q3 2023

Oct 30, 2023
SELL
$64.45 - $69.39 $109,307 - $117,685
-1,696 Reduced 3.16%
51,966 $3.35 Million
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $86,825 - $92,144
-1,371 Reduced 2.49%
53,662 $3.6 Million
Q1 2023

May 08, 2023
SELL
$62.59 - $69.3 $20,654 - $22,869
-330 Reduced 0.6%
55,033 $3.61 Million
Q4 2022

Feb 03, 2023
SELL
$59.13 - $69.24 $80,594 - $94,374
-1,363 Reduced 2.4%
55,363 $3.66 Million
Q3 2022

Nov 08, 2022
BUY
$58.51 - $69.02 $198,173 - $233,770
3,387 Added 6.35%
56,726 $3.32 Million
Q2 2022

Aug 02, 2022
BUY
$60.93 - $72.3 $183,947 - $218,273
3,019 Added 6.0%
53,339 $3.33 Million
Q1 2022

Apr 21, 2022
BUY
$67.71 - $74.19 $22,547 - $24,705
333 Added 0.67%
50,320 $3.59 Million
Q4 2021

Jan 26, 2022
SELL
$67.9 - $73.3 $123,645 - $133,479
-1,821 Reduced 3.51%
49,987 $3.66 Million
Q3 2021

Nov 10, 2021
BUY
$66.91 - $71.05 $67,110 - $71,263
1,003 Added 1.97%
51,808 $3.5 Million
Q2 2021

Aug 05, 2021
BUY
$65.81 - $69.75 $109,902 - $116,482
1,670 Added 3.4%
50,805 $3.47 Million
Q1 2021

Apr 23, 2021
SELL
$58.71 - $65.66 $29,707 - $33,223
-506 Reduced 1.02%
49,135 $3.21 Million
Q4 2020

Jan 21, 2021
SELL
$50.83 - $59.53 $75,075 - $87,925
-1,477 Reduced 2.89%
49,641 $2.96 Million
Q3 2020

Oct 23, 2020
SELL
$49.44 - $54.86 $74,506 - $82,674
-1,507 Reduced 2.86%
51,118 $2.67 Million
Q2 2020

Jul 30, 2020
SELL
$42.21 - $55.29 $35,287 - $46,222
-836 Reduced 1.56%
52,625 $2.64 Million
Q1 2020

Apr 22, 2020
BUY
$38.4 - $61.03 $883 - $1,403
23 Added 0.04%
53,461 $2.37 Million
Q4 2019

Jan 22, 2020
BUY
$54.73 - $60.25 $108,584 - $119,536
1,984 Added 3.86%
53,438 $3.21 Million
Q3 2019

Nov 07, 2019
SELL
$56.56 - $57.5 $66,005 - $67,102
-1,167 Reduced 2.22%
51,454 $2.92 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-1,643 Reduced 3.03%
52,621 $2.95 Million
Q1 2019

Apr 23, 2019
BUY
N/A
684 Added 1.28%
54,264 $2.97 Million
Q4 2018

Jan 16, 2019
SELL
N/A
-398 Reduced 0.74%
53,580 $2.64 Million
Q3 2018

Oct 25, 2018
BUY
N/A
3,192 Added 6.29%
53,978 $3.03 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-860 Reduced 1.67%
50,786 $2.7 Million
Q1 2018

May 01, 2018
BUY
N/A
15 Added 0.03%
51,646 $2.73 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-1,606 Reduced 3.02%
51,631 $2.82 Million
Q3 2017

Oct 24, 2017
BUY
N/A
53,237
53,237 $2.76 Million

Others Institutions Holding SCHV

# of Institutions
979
Shares Held
359M
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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