Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $2.25 Trillion
- Q3 2025
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 108,084 shares of SCHV stock, worth $3.13 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
108,084
Previous 111,981
3.48%
Holding current value
$3.13 Million
Previous $3.1 Billion
1.54%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio