Cascade Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Cascade Investment Advisors, Inc.
- $153 Million
- Q2 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 $415,633. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,924
Previous 14,885
0.26%
Holding current value
$415,633
Previous $391,000
5.37%
% of portfolio
0.27%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
956Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.48 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$919 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$450 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio