Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 12,411 shares of SCHV stock, worth $359,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,411

Previous 12,751 2.67%

Holding current value

$359,794

Previous $352,000 2.56%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$27.61 - $29.15 $9,387 - $9,911	-340 Reduced 2.67%	12,411 $361,000
Q1 2025 May 12, 2025	SELL	$25.77 - $27.6 $2.59 Million - $2.78 Million	-100,616 Reduced 88.75%	12,751 $338,000
Q4 2024 Feb 07, 2025	BUY	$25.79 - $80.4 $2.82 Million - $8.78 Million	109,202 Added 2621.9%	113,367 $2.96 Million
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $6,388 - $6,992	87 Added 2.13%	4,165 $334,000
Q2 2024 Aug 12, 2024	SELL	$71.74 - $75.86 $50,146 - $53,026	-699 Reduced 14.63%	4,078 $302,000

Q4 2023 Feb 08, 2024	SELL	$61.16 - $70.24 $28,133 - $32,310	-460 Reduced 8.78%	4,777 $334,000
Q2 2023 Jul 28, 2023	BUY	$63.33 - $67.21 $86,888 - $92,212	1,372 Added 35.5%	5,237 $351,000
Q1 2023 May 12, 2023	SELL	$62.59 - $69.3 $85,247 - $94,386	-1,362 Reduced 26.06%	3,865 $253,000
Q4 2022 Feb 13, 2023	BUY	$59.13 - $69.24 $40,681 - $47,637	688 Added 15.16%	5,227 $345,000
Q3 2022 Nov 04, 2022	BUY	$58.51 - $69.02 $265,576 - $313,281	4,539 New	4,539 $266,000
Q1 2022 May 06, 2022	SELL	$67.71 - $74.19 $185,931 - $203,725	-2,746 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $186,453 - $201,281	2,746 New	2,746 $201,000
Q1 2020 May 14, 2020	SELL	$38.4 - $61.03 $1.46 Million - $2.32 Million	-37,969 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$54.73 - $60.25 $2.08 Million - $2.29 Million	37,969 New	37,969 $2.28 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-6,268 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	1,859 Added 42.16%	6,268 $343,000
Q4 2018 Feb 12, 2019	BUY	N/A	4,409 New	4,409 $233,000

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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Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History