Ritholtz Wealth Management Schwab Strategic Tr Us Large C Transaction History

Ritholtz Wealth Management

$5.05 Billion
Q3 2025

A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ritholtz Wealth Management holds 63,535 shares of SCHV stock, worth $1.84 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

63,535

Previous 64,665 1.75%

Holding current value

$1.84 Million

Previous $1.79 Million 3.35%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$27.61 - $29.15 $31,199 - $32,939	-1,130 Reduced 1.75%	63,535 $1.85 Million
Q2 2025 Jul 28, 2025	BUY	$23.55 - $27.67 $1.33 Million - $1.57 Million	56,613 Added 703.09%	64,665 $1.79 Million
Q1 2025 Apr 16, 2025	BUY	$25.77 - $27.6 $207,500 - $222,235	8,052 New	8,052 $211,000
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $204,152 - $234,461	3,338 New	3,338 $233,000
Q2 2022 Jul 15, 2022	SELL	$60.93 - $72.3 $10,358 - $12,291	-170 Reduced 4.74%	3,415 $213,000

Q1 2022 Apr 14, 2022	SELL	$67.71 - $74.19 $152,144 - $166,704	-2,247 Reduced 38.53%	3,585 $256,000
Q4 2021 Jan 18, 2022	SELL	$67.9 - $73.3 $23,493 - $25,361	-346 Reduced 5.6%	5,832 $427,000
Q3 2021 Oct 14, 2021	BUY	$66.91 - $71.05 $7,694 - $8,170	115 Added 1.9%	6,178 $417,000
Q2 2021 Jul 20, 2021	BUY	$65.81 - $69.75 $41,197 - $43,663	626 Added 11.51%	6,063 $415,000
Q1 2021 May 12, 2021	BUY	$58.71 - $65.66 $12,211 - $13,657	208 Added 3.98%	5,437 $355,000
Q4 2020 Jan 19, 2021	BUY	$50.83 - $59.53 $265,790 - $311,282	5,229 New	5,229 $311,000

Others Institutions Holding SCHV

# of Institutions

980

Shares Held

359M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Ritholtz Wealth Management Schwab Strategic Tr Us Large C Transaction History