Dodds Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Dodds Wealth, LLC
- $373 Billion
- Q2 2025
A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dodds Wealth, LLC holds 1,110,461 shares of SCHV stock, worth $31.1 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
1,110,461
Previous 1,105,978
0.41%
Holding current value
$31.1 Million
Previous $29.4 Billion
4.52%
% of portfolio
8.24%
Previous 9.58%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
960Shares Held
341MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.47 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.21 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio