Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 22,712 shares of SCHV stock, worth $635,708. This represents 0.41% of its overall portfolio holdings.
Number of Shares
22,712
Previous 22,712
-0.0%
Holding current value
$635,708
Previous $604 Million
4.1%
% of portfolio
0.41%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
957Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio