Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dakota Wealth Management holds 160,365 shares of SCHV stock, worth $4.65 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

160,365

Previous 157,913 1.55%

Holding current value

$4.65 Million

Previous $4.6 Million 1.13%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$28.46 - $29.45 $69,783 - $72,211	2,452 Added 1.55%	160,365 $4.65 Million
Q3 2025 Nov 10, 2025	BUY	$27.61 - $29.15 $23,440 - $24,748	849 Added 0.54%	157,913 $4.6 Million
Q2 2025 Jul 16, 2025	SELL	$23.55 - $27.67 $526,059 - $618,092	-22,338 Reduced 12.45%	157,064 $4.35 Million
Q1 2025 May 01, 2025	BUY	$25.77 - $27.6 $308,982 - $330,924	11,990 Added 7.16%	179,402 $4.77 Million
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $2.94 Million - $9.18 Million	114,118 Added 214.13%	167,412 $4.36 Million

Q3 2024 Oct 23, 2024	SELL	$73.43 - $80.37 $63,884 - $69,921	-870 Reduced 1.61%	53,294 $4.28 Million
Q2 2024 Jul 19, 2024	BUY	$71.74 - $75.86 $675,360 - $714,146	9,414 Added 21.04%	54,164 $4.01 Million
Q1 2024 Apr 24, 2024	BUY	$68.82 - $75.98 $814,691 - $899,451	11,838 Added 35.97%	44,750 $3.4 Million
Q4 2023 Jan 30, 2024	BUY	$61.16 - $70.24 $139,811 - $160,568	2,286 Added 7.46%	32,912 $2.31 Million
Q3 2023 Oct 23, 2023	BUY	$64.45 - $69.39 $203,146 - $218,717	3,152 Added 11.47%	30,626 $1.97 Million
Q2 2023 Jul 31, 2023	BUY	$63.33 - $67.21 $272,002 - $288,666	4,295 Added 18.53%	27,474 $1.84 Million
Q1 2023 Apr 14, 2023	BUY	$62.59 - $69.3 $287,037 - $317,809	4,586 Added 24.67%	23,179 $1.52 Million
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $117,846 - $137,995	1,993 Added 12.01%	18,593 $1.23 Million
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $971,266 - $1.15 Million	16,600 New	16,600 $971,000

Others Institutions Holding SCHV

# of Institutions

980

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Account

Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History