Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $399 Billion
- Q3 2025
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 1,251 shares of SCHV stock, worth $36,291. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,251
Previous 951
31.55%
Holding current value
$36,291
Previous $26.3 Million
38.39%
% of portfolio
0.01%
Previous 0.01%
Shares
8 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$957 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$469 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$348 Million0.63% of portfolio