Mark Sheptoff Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,275 shares of SCHV stock, worth $36,962. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,275 -0.0%
Holding current value
$36,962
Previous $35,000 5.71%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 11, 2025
BUY
$25.79 - $80.4 $21,921 - $68,340
850 Added 200.0%
1,275 $33,000
Q1 2020

May 07, 2020
SELL
$38.4 - $61.03 $9,868 - $15,684
-257 Reduced 37.68%
425 $19,000
Q3 2017

Nov 09, 2017
BUY
N/A
682
682 $35,000

Others Institutions Holding SCHV

# of Institutions
974
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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