Greenleaf Trust Schwab Strategic Tr Us Large C Transaction History

Greenleaf Trust

$10.7 Billion
Q1 2024

A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Greenleaf Trust holds 9,550 shares of SCHV stock, worth $706,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,550

Previous 9,550 -0.0%

Holding current value

$706,509

Previous $669,000 8.37%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	BUY	N/A	9,550 New	9,550 $644,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

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

$339 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

View Full List

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 Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Account