Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 32,914 shares of SCHV stock, worth $954,176. This represents 0.05% of its overall portfolio holdings.

Number of Shares

32,914

Previous 33,043 0.39%

Holding current value

$954,176

Previous $914,000 4.81%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$27.61 - $29.15 $3,561 - $3,760	-129 Reduced 0.39%	32,914 $958,000
Q1 2025 May 14, 2025	BUY	$25.77 - $27.6 $3,659 - $3,919	142 Added 0.43%	33,043 $878,000
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $565,677 - $1.76 Million	21,934 Added 200.0%	32,901 $857,000
Q2 2024 Jul 12, 2024	SELL	$71.74 - $75.86 $96,849 - $102,411	-1,350 Reduced 10.96%	10,967 $812,000
Q4 2023 Feb 14, 2024	SELL	$61.16 - $70.24 $8,562 - $9,833	-140 Reduced 1.12%	12,317 $863,000

Q1 2023 May 05, 2023	BUY	$62.59 - $69.3 $15,397 - $17,047	246 Added 2.01%	12,457 $816,000
Q4 2021 Feb 07, 2022	BUY	$67.9 - $73.3 $829,126 - $895,066	12,211 New	12,211 $894,000

Others Institutions Holding SCHV

# of Institutions

976

Shares Held

357M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History