Diversified Enterprises, LLC Schwab Strategic Tr Us Large C Transaction History
Diversified Enterprises, LLC
- $1.19 Trillion
- Q1 2025
A detailed history of Diversified Enterprises, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Enterprises, LLC holds 111,618 shares of SCHV stock, worth $2.99 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
111,618
Previous 38,718
188.28%
Holding current value
$2.99 Million
Previous $1.01 Billion
193.92%
% of portfolio
0.25%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
924Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio