Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History
Cwc Advisors, Llc.
- $176 Billion
- Q1 2025
A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 8,199 shares of SCHV stock, worth $222,438. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,199
Previous 8,199
-0.0%
Holding current value
$222,438
Previous $214 Million
1.96%
% of portfolio
0.12%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.44 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.1 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$895 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$447 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$313 Million0.73% of portfolio