Sagespring Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 121,260 shares of SCHV stock, worth $3.39 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
121,260Holding current value
$3.39 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
964Shares Held
337MCall 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