Net Worth Advisory Group Schwab Strategic Tr Us Large C Transaction History

Net Worth Advisory Group

$346 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$23.55 - $27.67 $1.33 Million - $1.56 Million	56,339 New	56,339 $1.56 Billion

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

0

Put Options Held

0

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

51.9M
Shares

$1.5 Billion
2.89% of portfolio
Sei Investments CO Oaks, PA

44.4M
Shares

$1.29 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

34.1M
Shares

$989 Million
10.12% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$484 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12.1M
Shares

$350 Million
0.52% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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