Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
952Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.48 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$919 Million9.83% of portfolio
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Envestnet Asset Management Inc16.2MShares$450 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio