Sagespring Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 121,260 shares of SCHV stock, worth $3.53 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
121,260Holding current value
$3.53 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
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Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio