Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Large C Transaction History
Catalytic Wealth Ria, LLC
- $1.22 Trillion
- Q2 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 8,900 shares of SCHV stock, worth $249,111. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,900
Previous 11,257
20.94%
Holding current value
$249,111
Previous $299 Million
17.7%
% of portfolio
0.02%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
957Shares 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$1.14 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, AZ11.6MShares$323 Million0.73% of portfolio