Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hamilton Point Investment Advisors, LLC
- $597 Million
- Q2 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 60 shares of SCHV stock, worth $1,695. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$1,695
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
947Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.5 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.15 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$932 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$466 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$327 Million0.73% of portfolio