Facet Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Facet Wealth, Inc.

$3 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	N/A	-3,188 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	N/A	3,188 New	3,188 $215,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Facet Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Facet Wealth, Inc. with notifications on news.