Org Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Org Wealth Partners, LLC

$221 Million
Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Org Wealth Partners, LLC holds 591 shares of SCHV stock, worth $15,241. This represents 0.01% of its overall portfolio holdings.

Number of Shares

591

Holding current value

$15,241

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$25.77 - $27.6 $15,230 - $16,311	591 New	591 $15,000

Others Institutions Holding SCHV

# of Institutions

925

Shares Held

335M

Call Options Held

Put Options Held

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

53.3M
Shares

$1.37 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

40.6M
Shares

$1.05 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$851 Million
10.21% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$425 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$298 Million
0.73% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Org Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History