Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History

Code Waechter LLC

$105 Million
Q3 2024

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 3,389 shares of SCHV stock, worth $90,045. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,389

Holding current value

$90,045

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$73.43 - $80.37 $248,854 - $272,373	3,389 New	3,389 $272,000

Others Institutions Holding SCHV

# of Institutions

835

Shares Held

112M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$517 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$322 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$286 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$129 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$113 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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