Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 7,626 shares of SCHV stock, worth $221,077. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,626
Previous 7,602 0.32%
Holding current value
$221,077
Previous $210 Million 5.54%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$27.61 - $29.15 $662 - $699
24 Added 0.32%
7,626 $222 Million
Q2 2025

Jul 31, 2025
BUY
$23.55 - $27.67 $588 - $691
25 Added 0.33%
7,602 $210 Million
Q1 2025

Apr 25, 2025
BUY
$25.77 - $27.6 $195,259 - $209,125
7,577 New
7,577 $201 Million
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $184,162 - $201,567
2,508 New
2,508 $202 Million

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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