Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $330 Billion
- Q2 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 21,866 shares of SCHV stock, worth $609,842. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,866
Previous 37,822
42.19%
Holding current value
$609,842
Previous $1.01 Billion
39.82%
% of portfolio
0.18%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
926Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio