K2 Financial Inc. Schwab Strategic Tr Us Large C Transaction History
K2 Financial Inc.
- $124 Million
- Q3 2025
A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, K2 Financial Inc. holds 55,296 shares of SCHV stock, worth $1.59 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
55,296
Previous 42,320
30.66%
Holding current value
$1.59 Million
Previous $1.17 Billion
99.86%
% of portfolio
1.3%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio