Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Soltis Investment Advisors LLC

$1.38 Billion
Q3 2025

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 15,637 shares of SCHV stock, worth $453,316. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,637

Previous 15,637 -0.0%

Holding current value

$453,316

Previous $432,000 5.32%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$23.55 - $27.67 $11,021 - $12,949	468 Added 3.09%	15,637 $432,000
Q1 2025 May 13, 2025	BUY	$25.77 - $27.6 $4,355 - $4,664	169 Added 1.13%	15,169 $403,000
Q4 2024 Jan 29, 2025	BUY	$25.79 - $80.4 $257,900 - $804,000	10,000 Added 200.0%	15,000 $391,000
Q4 2023 Jan 26, 2024	SELL	$61.16 - $70.24 $57,857 - $66,447	-946 Reduced 15.91%	5,000 $350,000
Q3 2023 Nov 08, 2023	BUY	$64.45 - $69.39 $58,585 - $63,075	909 Added 18.05%	5,946 $383,000

Q2 2023 Aug 08, 2023	BUY	$63.33 - $67.21 $2,343 - $2,486	37 Added 0.74%	5,037 $337,000
Q2 2022 Aug 11, 2022	SELL	$60.93 - $72.3 $22,726 - $26,967	-373 Reduced 6.94%	5,000 $312,000
Q1 2022 May 06, 2022	BUY	$67.71 - $74.19 $363,805 - $398,622	5,373 New	5,373 $384,000

Others Institutions Holding SCHV

# of Institutions

981

Shares Held

359M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History