Cary Street Partners Financial LLC Schwab Strategic Tr Us Large C Transaction History
Cary Street Partners Financial LLC
- $3.56 Trillion
- Q2 2025
A detailed history of Cary Street Partners Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 79,891 shares of SCHV stock, worth $2.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
79,891
Previous 95,898
16.69%
Holding current value
$2.3 Million
Previous $2.55 Billion
13.28%
% of portfolio
0.06%
Previous 0.08%
Shares
3 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$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio