Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Wealthcare Advisory Partners LLC

$4.81 Billion
Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 31,633 shares of SCHV stock, worth $917,040. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,633

Previous 34,703 8.85%

Holding current value

$917,040

Previous $1.01 Million 9.21%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$28.46 - $29.45 $87,372 - $90,411	-3,070 Reduced 8.85%	31,633 $917,000
Q3 2025 Nov 07, 2025	BUY	$27.61 - $29.15 $5,411 - $5,713	196 Added 0.57%	34,703 $1.01 Million
Q2 2025 Jul 22, 2025	SELL	$23.55 - $27.67 $11.8 Million - $13.9 Million	-501,176 Reduced 93.56%	34,507 $954,000
Q1 2025 Apr 14, 2025	SELL	$25.77 - $27.6 $148,306 - $158,838	-5,755 Reduced 1.06%	535,683 $14.1 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $9.2 Million - $28.7 Million	356,781 Added 193.21%	541,438 $14.1 Million

Q3 2024 Nov 04, 2024	BUY	$73.43 - $80.37 $13 Million - $14.2 Million	176,505 Added 2165.17%	184,657 $14.8 Million
Q2 2024 Aug 09, 2024	BUY	$71.74 - $75.86 $30,202 - $31,937	421 Added 5.45%	8,152 $603,000
Q1 2024 Apr 15, 2024	BUY	$68.82 - $75.98 $124,633 - $137,599	1,811 Added 30.59%	7,731 $587,000
Q4 2023 Feb 06, 2024	BUY	$61.16 - $70.24 $795 - $913	13 Added 0.22%	5,920 $414,000
Q3 2023 Oct 12, 2023	BUY	$64.45 - $69.39 $380,706 - $409,886	5,907 New	5,907 $380,000
Q2 2021 Aug 16, 2021	SELL	$65.81 - $69.75 $34,681 - $36,758	-527 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$58.71 - $65.66 $30,940 - $34,602	527 New	527 $34,000
Q2 2020 Jul 29, 2020	SELL	$42.21 - $55.29 $4,221 - $5,529	-100 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$38.4 - $61.03 $2,265 - $3,600	59 Added 143.9%	100 $4,000
Q3 2019 Oct 17, 2019	SELL	$56.56 - $57.5 $2,205 - $2,242	-39 Reduced 48.75%	41 $2,000
Q1 2018 May 15, 2018	BUY	N/A	80 New	80 $4,000

Others Institutions Holding SCHV

# of Institutions

982

Shares Held

359M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History