Sgl Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Sgl Investment Advisors, Inc.
- $210 Billion
- Q2 2025
A detailed history of Sgl Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 10,403 shares of SCHV stock, worth $291,179. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,403
Previous 8,977
15.89%
Holding current value
$291,179
Previous $235 Million
23.58%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
337MCall 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, AZ11.5MShares$322 Million0.72% of portfolio