Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 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 21,532 shares of SCHV stock, worth $626,796. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,532
Previous 22,712
5.2%
Holding current value
$626,796
Previous $628 Million
0.26%
% of portfolio
0.34%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio