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 $91,977. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,389

Holding current value

$91,977

% 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

830

Shares Held

111M

Call Options Held

Put Options Held

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

19.5M
Shares

$529 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$329 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$292 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$132 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Code Waechter LLC, based on Form 13F filings with the SEC.

News

Stay updated on Code Waechter LLC with notifications on news.

Account