Verdence Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Verdence Capital Advisors LLC

$1.66 Billion
Q3 2025

A detailed history of Verdence Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 12,576 shares of SCHV stock, worth $364,578. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,576

Previous 12,461 0.92%

Holding current value

$364,578

Previous $344,000 6.4%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$27.61 - $29.15 $3,175 - $3,352	115 Added 0.92%	12,576 $366,000
Q2 2025 Jul 25, 2025	BUY	$23.55 - $27.67 $1,201 - $1,411	51 Added 0.41%	12,461 $344,000
Q1 2025 May 02, 2025	BUY	$25.77 - $27.6 $1,340 - $1,435	52 Added 0.42%	12,410 $329,000
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $209,131 - $651,963	8,109 Added 190.84%	12,358 $322,000
Q3 2024 Nov 01, 2024	BUY	$73.43 - $80.37 $58,890 - $64,456	802 Added 23.27%	4,249 $341,000

Q2 2024 Jul 25, 2024	SELL	$71.74 - $75.86 $2,869 - $3,034	-40 Reduced 1.15%	3,447 $255,000
Q1 2024 Apr 25, 2024	BUY	$68.82 - $75.98 $1,238 - $1,367	18 Added 0.52%	3,487 $264,000
Q4 2023 Jan 31, 2024	BUY	$61.16 - $70.24 $1,345 - $1,545	22 Added 0.64%	3,469 $243,000
Q3 2023 Oct 25, 2023	BUY	$64.45 - $69.39 $222,159 - $239,187	3,447 New	3,447 $222,000

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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Verdence Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History