Seed Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seed Wealth Management, Inc.
- $145 Billion
- Q3 2025
A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 45,000 shares of SCHV stock, worth $1.3 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
45,000
Previous 46,050
2.28%
Holding current value
$1.3 Million
Previous $1.27 Billion
2.81%
% of portfolio
0.9%
Previous 0.95%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
974Shares 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