Optivise Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Optivise Advisory Services LLC holds 48,841 shares of SCHG stock, worth $1.35 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
48,841Holding current value
$1.35 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio