North Rock Partners, LLC Schwab Strategic Tr Us Large C Transaction History
North Rock Partners, LLC
- $2.97 Billion
- Q1 2025
A detailed history of North Rock Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Rock Partners, LLC holds 3,724 shares of SCHV stock, worth $96,041. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,724
Previous 3,704
0.54%
Holding current value
$96,041
Previous $96,000
2.08%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
909Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio