Crescent Sterling, Ltd. Schwab Strategic Tr Us Large C Transaction History
Crescent Sterling, Ltd.
- $97.5 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
849Shares Held
179MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$865 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$527 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$328 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio