Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History

Schaeffer Financial LLC

$110 Million
Q3 2025

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schaeffer Financial LLC holds 96,735 shares of SCHV stock, worth $2.8 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

96,735

Previous 94,054 2.85%

Holding current value

$2.8 Million

Previous $2.6 Million 8.19%

% of portfolio

2.56%

Previous 2.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$27.61 - $29.15 $74,022 - $78,151	2,681 Added 2.85%	96,735 $2.82 Million
Q2 2025 Jul 18, 2025	BUY	$23.55 - $27.67 $62,572 - $73,519	2,657 Added 2.91%	94,054 $2.6 Million
Q1 2025 May 07, 2025	SELL	$25.77 - $27.6 $462,056 - $494,868	-17,930 Reduced 16.4%	91,397 $2.43 Million
Q4 2024 Feb 03, 2025	BUY	$25.79 - $80.4 $1.87 Million - $5.82 Million	72,427 Added 196.28%	109,327 $2.85 Million
Q3 2024 Oct 30, 2024	BUY	$73.43 - $80.37 $41,341 - $45,248	563 Added 1.55%	36,900 $2.97 Million

Q2 2024 Jul 26, 2024	SELL	$71.74 - $75.86 $28,480 - $30,116	-397 Reduced 1.08%	36,337 $2.69 Million
Q1 2024 May 01, 2024	SELL	$68.82 - $75.98 $13,144 - $14,512	-191 Reduced 0.52%	36,734 $2.79 Million
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $2.26 Million - $2.59 Million	36,925 New	36,925 $2.59 Million

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History