Evolution Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 456 shares of SCHV stock, worth $13,219. This represents 0.01% of its overall portfolio holdings.
Number of Shares
456
Previous 456
-0.0%
Holding current value
$13,219
Previous $12.6 Million
5.2%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio