Capital Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Capital Investment Advisors, LLC
- $4.94 Billion
- Q1 2025
A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 8,193 shares of SCHV stock, worth $209,331. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,193
Previous 8,193
-0.0%
Holding current value
$209,331
Previous $213,000
0.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
905Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.41 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$994 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$843 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$421 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$258 Million0.66% of portfolio