Modern Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 22,446 shares of SCHV stock, worth $650,709. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,446Holding current value
$650,709% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
971Shares Held
356MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% 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