Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

$160 Billion
Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 15,817 shares of SCHV stock, worth $458,534. This represents 0.29% of its overall portfolio holdings.

Number of Shares

15,817

Previous 14,356 10.18%

Holding current value

$458,534

Previous $397 Million 15.91%

% of portfolio

0.29%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$27.61 - $29.15 $40,338 - $42,588	1,461 Added 10.18%	15,817 $460 Million
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $1,530 - $1,798	65 Added 0.45%	14,356 $397 Million
Q1 2025 Aug 14, 2025	SELL	$25.77 - $27.6 $20,822 - $22,300	-808 Reduced 5.35%	14,291 $380 Million
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $260,685 - $812,683	10,108 Added 202.52%	15,099 $394 Million
Q3 2024 Nov 07, 2024	BUY	$73.43 - $80.37 $4,038 - $4,420	55 Added 1.11%	4,991 $401 Million

Q2 2024 Aug 13, 2024	SELL	$71.74 - $75.86 $375,845 - $397,430	-5,239 Reduced 51.49%	4,936 $366 Million
Q1 2024 May 14, 2024	SELL	$68.82 - $75.98 $6,881 - $7,598	-100 Reduced 0.97%	10,175 $773 Million
Q4 2023 Feb 14, 2024	BUY	$61.16 - $70.24 $628,419 - $721,716	10,275 New	10,275 $720 Million

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

359M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History