Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $140 Million
- Q2 2025
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 10,166 shares of SCHV stock, worth $297,457. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,166
Previous 10,166
-0.0%
Holding current value
$297,457
Previous $270,000
4.07%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
965Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.54 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$965 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$473 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$351 Million0.63% of portfolio