Diversified Trust CO Schwab Strategic Tr Us Large C Transaction History
Diversified Trust CO
- $3.55 Billion
- Q2 2025
A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Trust CO holds 8,643 shares of SCHV stock, worth $251,597. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,643
Previous 8,603
0.46%
Holding current value
$251,597
Previous $228,000
4.82%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio