Meredith Wealth Planning Schwab Strategic Tr Us Large C Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 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 $370,139. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,224Holding current value
$370,139% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
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Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
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Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio