Sierra Ocean, LLC Schwab Strategic Tr Us Large C Transaction History
Sierra Ocean, LLC
- $127 Billion
- Q1 2025
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 $83,670. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$83,670
Previous $78.2 Million
1.96%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
928Shares 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