Roxbury Financial LLC Schwab Strategic Tr Us Large C Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Roxbury Financial LLC holds 93 shares of SCHV stock, worth $2,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,519

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $2,398 - $7,477	93 New	93 $2.62 Million

Others Institutions Holding SCHV

# of Institutions

846

Shares Held

172M

Call Options Held

Put Options Held

Mather Group, Llc. Chicago, IL

32M
Shares

$866 Million
10.86% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$528 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$329 Million
1.3% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$131 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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