Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History
Schaeffer Financial LLC
- $100 Million
- Q4 2024
A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schaeffer Financial LLC holds 109,327 shares of SCHV stock, worth $2.98 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
109,327
Previous 36,900
196.28%
Holding current value
$2.98 Million
Previous $2.97 Million
3.88%
% of portfolio
2.84%
Previous 3.01%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
850Shares Held
180MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$870 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio