Private Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 135 shares of SCHV stock, worth $3,842. This represents 0.0% of its overall portfolio holdings.
Number of Shares
135
Previous 135
-0.0%
Holding current value
$3,842
Previous $3.59 Million
4.1%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
341MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.5 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.23 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$939 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$460 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$341 Million0.63% of portfolio