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

Facet Wealth, Inc.

$3.68 Billion
Q4 2024

A detailed history of Facet Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Facet Wealth, Inc. holds 9,959 shares of SCHV stock, worth $271,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,959

Holding current value

$271,283

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.79 - $80.4 $256,842 - $800,703	9,959 New	9,959 $259,000
Q4 2021 Feb 09, 2022	SELL	$67.9 - $73.3 $216,465 - $233,680	-3,188 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$66.91 - $71.05 $213,309 - $226,507	3,188 New	3,188 $215,000

Others Institutions Holding SCHV

# of Institutions

883

Shares Held

321M

Call Options Held

Put Options Held

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

55.4M
Shares

$1.51 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.06 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$871 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$434 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$276 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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