Meredith Wealth Planning Schwab Strategic Tr Us Large C Transaction History
Meredith Wealth Planning
- $316 Billion
- Q3 2025
A detailed history of Meredith Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meredith Wealth Planning holds 13,224 shares of SCHV stock, worth $383,363. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,224
Previous 13,224
-0.0%
Holding current value
$383,363
Previous $366 Million
5.2%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio