Chapin Davis, Inc. Schwab Strategic Tr Us Large C Transaction History
Chapin Davis, Inc.
- $293 Billion
- Q1 2025
A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chapin Davis, Inc. holds 11,047 shares of SCHV stock, worth $299,705. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,047
Previous 3,701
198.49%
Holding current value
$299,705
Previous $297 Million
1.28%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.44 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.1 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$895 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$447 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$313 Million0.73% of portfolio