Retirement Planning Group, LLC / Ny Schwab Strategic Tr Us Large C Transaction History
Retirement Planning Group, LLC / Ny
- $114 Billion
- Q2 2025
A detailed history of Retirement Planning Group, LLC / Ny transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 11,674 shares of SCHV stock, worth $326,755. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,674
Previous 10,435
11.87%
Holding current value
$326,755
Previous $277 Million
16.46%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
957Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio