Fourth Dimension Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Fourth Dimension Wealth, LLC

$192 Billion
Q4 2024

A detailed history of Fourth Dimension Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 78 shares of SCHV stock, worth $2,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,152

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$25.79 - $80.4 $2,011 - $6,271	78 New	78 $2.03 Million

Others Institutions Holding SCHV

# of Institutions

882

Shares Held

321M

Call Options Held

Put Options Held

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

55.4M
Shares

$1.53 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.07 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$882 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$440 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$279 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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Fourth Dimension Wealth, LLC Schwab Strategic Tr Us Large C Transaction History