L.M. Kohn & Company Schwab Strategic Tr Us Large C Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, L.M. Kohn & Company holds 24,266 shares of SCHV stock, worth $619,996. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,266

Holding current value

$619,996

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$25.77 - $27.6 $625,334 - $669,741	24,266 New	24,266 $644,000

Others Institutions Holding SCHV

# of Institutions

900

Shares Held

330M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.41 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$994 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$843 Million
10.21% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$407 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$258 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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