Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $723 Billion
- Q2 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 138,975 shares of SCHV stock, worth $3.96 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
138,975
Previous 132,659
4.76%
Holding current value
$3.96 Million
Previous $3.53 Billion
9.06%
% of portfolio
0.53%
Previous 0.57%
Shares
10 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.5 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.23 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$939 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$460 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$341 Million0.63% of portfolio