Dakota Wealth Management
Position in SCHV — Schwab U.S. Large-Cap Value ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHV | $4,914,404 | 161,128 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHV | $4,748,407 | 160,365 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHV | $4,596,847 | 157,913 | Shares | Sole | 2026-08-26 | |
| 2024-06-30 SCHV | — | 54,164 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SCHV | — | 44,750 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SCHV | — | 32,912 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SCHV | — | 30,626 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 SCHV | — | 27,474 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 SCHV | — | 23,179 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 SCHV | — | 18,593 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 SCHV | — | 16,600 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||