Cascade Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Cascade Investment Advisors, Inc.
- $162 Million
- Q3 2025
A detailed history of Cascade Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 14,924 shares of SCHV stock, worth $434,437. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,924
Previous 14,924
-0.0%
Holding current value
$434,437
Previous $412,000
5.34%
% of portfolio
0.27%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares 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