Copley Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Copley Financial Group, Inc.
- $131 Billion
- Q1 2025
A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Copley Financial Group, Inc. holds 279 shares of SCHV stock, worth $7,809. This represents 0.01% of its overall portfolio holdings.
Number of Shares
279
Previous 704
60.37%
Holding current value
$7,809
Previous $56.6 Million
87.14%
% of portfolio
0.01%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
956Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio