Cary Street Partners Financial LLC Schwab Strategic Tr Us Large C Transaction History
Cary Street Partners Financial LLC
- $3.16 Trillion
- Q1 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 95,898 shares of SCHV stock, worth $2.47 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
95,898
Previous 107,520
10.81%
Holding current value
$2.47 Million
Previous $2.8 Billion
9.06%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
916Shares Held
333MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.37 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.05 Billion1.47% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$298 Million0.73% of portfolio