Legacy Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Legacy Solutions, LLC
- $90.8 Billion
- Q1 2025
A detailed history of Legacy Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Solutions, LLC holds 7,875 shares of SCHV stock, worth $211,050. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,875
Previous 7,833
0.54%
Holding current value
$211,050
Previous $204 Million
2.5%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio