A detailed history of Vaughan David Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vaughan David Investments LLC holds 13,338 shares of SCHV stock, worth $386,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,338
Previous 13,338 -0.0%
Holding current value
$386,668
Previous $369,000 5.15%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$23.55 - $27.67 $565 - $664
24 Added 0.18%
13,338 $369,000
Q1 2025

May 13, 2025

BUY
$25.77 - $27.6 $343,101 - $367,466
13,314 New
13,314 $354,000
Q4 2018

Feb 08, 2019

SELL
N/A
-3,749 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
3,749 New
3,749 $210,000
Q1 2018

May 04, 2018

SELL
N/A
-4,389 Closed
0 $0
Q4 2017

Feb 13, 2018

SELL
N/A
-404 Reduced 8.43%
4,389 $240,000
Q3 2017

Nov 09, 2017

SELL
N/A
-469,623 Reduced 98.99%
4,793 $248,000
Q3 2017

Nov 08, 2017

BUY
N/A
469,623 Added 9798.1%
474,416 $16.4 Million
Q2 2017

Aug 14, 2017

BUY
N/A
4,793
4,793 $241,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Vaughan David Investments LLC Portfolio

Follow Vaughan David Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.