Sterling Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 12,660 shares of SCHV stock, worth $359,417. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,660
Previous 12,660
-0.0%
Holding current value
$359,417
Previous $337 Million
5.38%
% of portfolio
0.25%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
945Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.51 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.15 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$937 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$468 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$328 Million0.73% of portfolio