Sierra Ocean, LLC Schwab Strategic Tr Us Large C Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sierra Ocean, LLC holds 3,000 shares of SCHV stock, worth $81,810. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,000

Holding current value

$81,810

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $77,370 - $241,200	3,000 New	3,000 $78.2 Million

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
Envestnet Asset Management Inc

4.85M
Shares

$132 Million
0.13% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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