Seed Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seed Wealth Management, Inc.
- $134 Billion
- Q2 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 46,050 shares of SCHV stock, worth $1.33 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
46,050
Previous 46,050
-0.0%
Holding current value
$1.33 Million
Previous $1.22 Billion
4.1%
% of portfolio
0.95%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
968Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$955 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$468 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$347 Million0.63% of portfolio