Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Sightline Wealth Advisors, LLC
- $220 Million
- Q3 2025
A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 13,096 shares of SCHV stock, worth $379,653. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,096Holding current value
$379,653% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
973Shares Held
357MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
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Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
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Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio