Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Petra Financial Advisors Inc
- $122 Billion
- Q1 2025
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 205,502 shares of SCHV stock, worth $5.77 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
205,502
Previous 198,053
3.76%
Holding current value
$5.77 Million
Previous $5.16 Billion
5.79%
% of portfolio
4.48%
Previous 3.51%
Shares
10 transactions
Others Institutions Holding SCHV
# of Institutions
947Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.5 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$927 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$463 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$325 Million0.73% of portfolio