K2 Financial Inc. Schwab Strategic Tr Us Large C Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, K2 Financial Inc. holds 43,769 shares of SCHV stock, worth $1.19 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

43,769

Holding current value

$1.19 Million

% of portfolio

1.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $1.13 Million - $3.52 Million	43,769 New	43,769 $1.14 Billion

Others Institutions Holding SCHV

# of Institutions

854

Shares Held

183M

Call Options Held

Put Options Held

Mather Group, Llc. Chicago, IL

32M
Shares

$872 Million
10.86% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$531 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$331 Million
1.3% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$276 Million
0.66% of portfolio
Avantax Planning Partners, Inc.

9.93M
Shares

$271 Million
9.39% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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