Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Financial Advisors, LLC

$520 Million
Q4 2024

A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors, LLC holds 2,724,819 shares of SCHV stock, worth $73.4 Million. This represents 13.66% of its overall portfolio holdings.

Number of Shares

2,724,819

Previous 915,049 197.78%

Holding current value

$73.4 Million

Previous $73.5 Million 3.41%

% of portfolio

13.66%

Previous 14.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $46.7 Million - $146 Million	1,809,770 Added 197.78%	2,724,819 $71 Million
Q3 2024 Oct 16, 2024	BUY	$73.43 - $80.37 $1.18 Million - $1.29 Million	16,015 Added 1.78%	915,049 $73.5 Million
Q2 2024 Jul 15, 2024	BUY	$71.74 - $75.86 $178,058 - $188,284	2,482 Added 0.28%	899,034 $66.6 Million
Q1 2024 May 03, 2024	BUY	$68.82 - $75.98 $634,795 - $700,839	9,224 Added 1.04%	896,552 $68.1 Million
Q4 2023 Feb 05, 2024	BUY	$61.16 - $70.24 $303,292 - $348,320	4,959 Added 0.56%	887,328 $62.2 Million
Q3 2023 Oct 10, 2023	BUY	$64.45 - $69.39 $239,302 - $257,645	3,713 Added 0.42%	882,369 $56.9 Million
Q2 2023 Aug 01, 2023	BUY	$63.33 - $67.21 $766,672 - $813,644	12,106 Added 1.4%	878,656 $58.9 Million
Q1 2023 May 04, 2023	BUY	$62.59 - $69.3 $773,111 - $855,993	12,352 Added 1.45%	866,550 $56.8 Million
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $39.6 Million - $46.4 Million	669,719 Added 363.03%	854,198 $56.4 Million
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $2.81 Million - $3.31 Million	48,011 Added 35.18%	184,479 $10.9 Million
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $882,692 - $1.05 Million	14,487 Added 11.88%	136,468 $8.52 Million
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $980,508 - $1.07 Million	14,481 Added 13.47%	121,981 $8.71 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $1.6 Million - $1.73 Million	23,627 Added 28.17%	107,500 $7.87 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $1.17 Million - $1.24 Million	17,450 Added 26.27%	83,873 $5.66 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $1.48 Million - $1.57 Million	22,487 Added 51.18%	66,423 $4.54 Million
Q1 2021 Apr 16, 2021	BUY	$58.71 - $65.66 $1.01 Million - $1.13 Million	17,142 Added 63.98%	43,936 $2.87 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $796,201 - $932,477	15,664 Added 140.74%	26,794 $1.6 Million
Q3 2020 Nov 13, 2020	BUY	$49.44 - $54.86 $6,180 - $6,857	125 Added 1.14%	11,130 $581,000
Q2 2020 Aug 14, 2020	BUY	$42.21 - $55.29 $5,234 - $6,855	124 Added 1.14%	11,005 $551,000
Q1 2020 May 15, 2020	BUY	$38.4 - $61.03 $2,534 - $4,027	66 Added 0.61%	10,881 $482,000
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $15,926 - $17,532	291 Added 2.77%	10,815 $650,000
Q3 2019 Nov 05, 2019	BUY	$56.56 - $57.5 $3,167 - $3,220	56 Added 0.53%	10,524 $597,000
Q1 2019 May 15, 2019	BUY	N/A	135 Added 1.31%	10,468 $573,000
Q4 2018 Feb 14, 2019	BUY	N/A	10,333 New	10,333 $509,000

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History