Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $333 Billion
- Q1 2025
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 37,822 shares of SCHV stock, worth $1 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
37,822
Previous 41,952
9.84%
Holding current value
$1 Million
Previous $1.09 Billion
8.08%
% of portfolio
0.3%
Previous 0.33%
Shares
6 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$1.41 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.08 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$876 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$438 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$307 Million0.73% of portfolio