Stephens Consulting, LLC Schwab Strategic Tr Us Large C Transaction History
Stephens Consulting, LLC
- $399 Billion
- Q1 2025
A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stephens Consulting, LLC holds 534 shares of SCHV stock, worth $14,311. This represents 0.0% of its overall portfolio holdings.
Number of Shares
534
Previous 534
-0.0%
Holding current value
$14,311
Previous $13.9 Million
1.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
924Shares 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