Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	N/A	-500 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	500 New	500 $25,000
Q3 2017 Nov 09, 2017	SELL	N/A	-113 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	113	113 $5,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$530 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$330 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$292 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$132 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.