Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Sheaff Brock Investment Advisors, LLC
- $1.08 Billion
- Q1 2025
A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 17,284 shares of SCHV stock, worth $463,211. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,284
Previous 19,534
11.52%
Holding current value
$463,211
Previous $509,000
9.82%
% of portfolio
0.04%
Previous 0.04%
Shares
33 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio