Lee Danner & Bass Inc Schwab Strategic Tr Us Large C Transaction History

Lee Danner & Bass Inc

$1.24 Billion
Q4 2024

A detailed history of Lee Danner & Bass Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lee Danner & Bass Inc holds 155 shares of SCHV stock, worth $4,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares

155

Holding current value

$4,231

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$25.79 - $80.4 $3,997 - $12,462	155 New	155 $4,000

Others Institutions Holding SCHV

# of Institutions

875

Shares Held

314M

Call Options Held

Put Options Held

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

55.4M
Shares

$1.51 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.06 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$873 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$435 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$276 Million
0.66% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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