A detailed history of Saxony Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Saxony Capital Management, LLC holds 97,268 shares of SCHV stock, worth $2.82 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
97,268
Previous 81,876 18.8%
Holding current value
$2.82 Million
Previous $2.27 Million 24.99%
% of portfolio
2.01%
Previous 1.84%

Shares

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

Oct 21, 2025

BUY
$27.61 - $29.15 $424,973 - $448,676
15,392 Added 18.8%
97,268 $2.83 Million
Q2 2025

Aug 04, 2025

SELL
$23.55 - $27.67 $989,853 - $1.16 Million
-42,032 Reduced 33.92%
81,876 $2.27 Million
Q1 2025

Apr 23, 2025

BUY
$25.77 - $27.6 $3.19 Million - $3.42 Million
123,908 New
123,908 $3.29 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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