Advocacy Wealth Management Services, LLC Schwab Strategic Tr Us Large C Transaction History
Advocacy Wealth Management Services, LLC
- $1.92 Billion
- Q3 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 42,483 shares of SCHV stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
42,483Holding current value
$1.23 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
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Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio