Trust Point Inc. Schwab Strategic Tr Us Large C Transaction History

Trust Point Inc.

$1.06 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$25.77 - $27.6 $556,245 - $595,746	21,585 New	21,585 $574 Million

Others Institutions Holding SCHV

# of Institutions

937

Shares Held

337M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

53.3M
Shares

$1.5 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

40.6M
Shares

$1.14 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$929 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$464 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$325 Million
0.73% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.