Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History
Global Wealth Strategies & Associates
- $389 Billion
- Q3 2025
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 17,689 shares of SCHV stock, worth $517,580. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,689Holding current value
$517,580% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
968Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.54 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$965 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$473 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$351 Million0.63% of portfolio