Kpp Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
Kpp Advisory Services LLC
- $401 Billion
- Q2 2025
A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kpp Advisory Services LLC holds 125,092 shares of SCHV stock, worth $3.61 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
125,092
Previous 120,527
3.79%
Holding current value
$3.61 Million
Previous $3.2 Billion
8.04%
% of portfolio
0.86%
Previous 0.61%
Shares
7 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