Gibbs Wealth Management Schwab Strategic Tr Us Large C Transaction History

Gibbs Wealth Management

$519 Billion
Q2 2025

A detailed history of Gibbs Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gibbs Wealth Management holds 9,871 shares of SCHV stock, worth $287,344. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,871

Holding current value

$287,344

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$23.55 - $27.67 $232,462 - $273,130	9,871 New	9,871 $273 Million

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

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

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$960 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$471 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$349 Million
0.63% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Gibbs Wealth Management Schwab Strategic Tr Us Large C Transaction History