Columbia River Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Columbia River Financial Group, LLC
- $155 Million
- Q2 2025
A detailed history of Columbia River Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 15,778 shares of SCHV stock, worth $454,879. This represents 0.28% of its overall portfolio holdings.
Number of Shares
15,778
Previous 21,214
25.62%
Holding current value
$454,879
Previous $563,000
22.02%
% of portfolio
0.28%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio