Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $624 Billion
- Q1 2025
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 132,659 shares of SCHV stock, worth $3.39 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
132,659
Previous 126,237
5.09%
Holding current value
$3.39 Million
Previous $3.29 Billion
7.14%
% of portfolio
0.57%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
900Shares Held
330MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.41 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$994 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$843 Million10.21% of portfolio
-
Envestnet Asset Management Inc15.9MShares$407 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$258 Million0.66% of portfolio