Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 208,777 shares of SCHV stock, worth $6.05 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
208,777
Previous 238,046
12.3%
Holding current value
$6.05 Million
Previous $6.59 Million
7.73%
% of portfolio
0.29%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio