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

Sightline Wealth Advisors, LLC

  • $231 Million
  • Q4 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 141,464 shares of SCHV stock, worth $4.1 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
141,464
Previous 13,096 980.21%
Holding current value
$4.1 Million
Previous $381,000 976.38%
% of portfolio
1.78%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$28.46 - $29.45 $3.65 Million - $3.78 Million
128,368 Added 980.21%
141,464 $4.1 Million
Q3 2025

Nov 03, 2025
BUY
$27.61 - $29.15 $361,580 - $381,748
13,096 New
13,096 $381,000

Others Institutions Holding SCHV

# of Institutions
982
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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