Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 5 shares of SCHV stock, worth $145. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$145
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$957 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$469 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$348 Million0.63% of portfolio