Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lutz Financial Services LLC holds 8,275 shares of SCHV stock, worth $239,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,275
Previous 8,275 -0.0%
Holding current value
$239,892
Previous $228,000 5.26%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $142,257 - $443,486
5,516 Added 199.93%
8,275 $215,000
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $189,874 - $209,628
2,759 New
2,759 $209,000
Q1 2022

Apr 25, 2022
SELL
$67.71 - $74.19 $186,811 - $204,690
-2,759 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $187,336 - $202,234
2,759 New
2,759 $202,000

Others Institutions Holding SCHV

# of Institutions
980
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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