Wmg Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 17,008 shares of SCHV stock, worth $493,061. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,008
Previous 19,207 11.45%
Holding current value
$493,061
Previous $531,000 6.78%
% of portfolio
0.18%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$27.61 - $29.15 $60,714 - $64,100
-2,199 Reduced 11.45%
17,008 $495,000
Q2 2025

Jul 24, 2025
BUY
$23.55 - $27.67 $13,541 - $15,910
575 Added 3.09%
19,207 $531,000
Q1 2025

May 06, 2025
SELL
$25.77 - $27.6 $4,509 - $4,830
-175 Reduced 0.93%
18,632 $495,000
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $319,254 - $995,271
12,379 Added 192.58%
18,807 $490,000
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $22,616 - $24,753
308 Added 5.03%
6,428 $516,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $8,967 - $9,482
-125 Reduced 2.0%
6,120 $453,000
Q1 2024

May 07, 2024
BUY
$68.82 - $75.98 $429,780 - $474,495
6,245 New
6,245 $474,000

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
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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