Rise Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Rise Advisors, LLC
- $220 Million
- Q1 2025
A detailed history of Rise Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rise Advisors, LLC holds 291 shares of SCHV stock, worth $7,504. This represents 0.0% of its overall portfolio holdings.
Number of Shares
291
Previous 290
0.34%
Holding current value
$7,504
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
925Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.37 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.05 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$298 Million0.73% of portfolio