Columbia Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Columbia Advisory Partners LLC

$122 Million
Q3 2025

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 11,762 shares of SCHV stock, worth $340,980. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,762

Previous 17,539 32.94%

Holding current value

$340,980

Previous $485,000 29.48%

% of portfolio

0.28%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$27.61 - $29.15 $159,502 - $168,399	-5,777 Reduced 32.94%	11,762 $342,000
Q2 2025 Jul 23, 2025	SELL	$23.55 - $27.67 $253,021 - $297,286	-10,744 Reduced 37.99%	17,539 $485,000
Q1 2025 Apr 15, 2025	SELL	$25.77 - $27.6 $26,130 - $27,986	-1,014 Reduced 3.46%	28,283 $744,000
Q4 2024 Jan 13, 2025	BUY	$25.79 - $80.4 $755,569 - $2.36 Million	29,297 New	29,297 $763,000
Q2 2024 Jul 12, 2024	SELL	$71.74 - $75.86 $226,841 - $239,869	-3,162 Reduced 32.68%	6,513 $482,000

Q1 2024 Apr 12, 2024	BUY	$68.82 - $75.98 $400,532 - $442,203	5,820 Added 150.97%	9,675 $735,000
Q4 2023 Jan 09, 2024	BUY	$61.16 - $70.24 $44,707 - $51,345	731 Added 23.4%	3,855 $270,000
Q3 2023 Oct 16, 2023	SELL	$64.45 - $69.39 $7,476 - $8,049	-116 Reduced 3.58%	3,124 $201,000
Q1 2023 May 09, 2023	SELL	$62.59 - $69.3 $58,646 - $64,934	-937 Reduced 22.43%	3,240 $212,000
Q4 2022 Jan 27, 2023	BUY	$59.13 - $69.24 $246,986 - $289,215	4,177 New	4,177 $275,000

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Columbia Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History