Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 352,275 shares of SCHV stock, worth $10.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
352,275
Previous 414,078 14.93%
Holding current value
$10.2 Million
Previous $11 Million 11.44%
% of portfolio
0.1%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$23.55 - $27.67 $1.46 Million - $1.71 Million
-61,803 Reduced 14.93%
352,275 $9.75 Million
Q1 2025

May 14, 2025
BUY
$25.77 - $27.6 $41,051 - $43,966
1,593 Added 0.39%
414,078 $11 Million
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $7.16 Million - $22.3 Million
277,533 Added 205.65%
412,485 $10.8 Million
Q3 2024

Nov 12, 2024
SELL
$73.43 - $80.37 $785,333 - $859,557
-10,695 Reduced 7.34%
134,952 $10.8 Million
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $3,013 - $3,186
-42 Reduced 0.03%
145,647 $10.8 Million
Q1 2024

Apr 18, 2024
SELL
$68.82 - $75.98 $9,015 - $9,953
-131 Reduced 0.09%
145,689 $11.1 Million
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $89,477 - $102,761
1,463 Added 1.01%
145,820 $10.2 Million
Q3 2023

Oct 30, 2023
BUY
$64.45 - $69.39 $9.3 Million - $10 Million
144,357 New
144,357 $9.31 Million

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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