Biltmore Family Office, LLC Schwab Strategic Tr Us Large C Transaction History
Biltmore Family Office, LLC
- $569 Million
- Q2 2025
A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Biltmore Family Office, LLC holds 27,546 shares of SCHV stock, worth $801,864. This represents 0.13% of its overall portfolio holdings.
Number of Shares
27,546
Previous 27,546
-0.0%
Holding current value
$801,864
Previous $732,000
4.1%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares 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
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio