Stonebrook Private Inc. Schwab Strategic Tr Us Large C Transaction History

Stonebrook Private Inc.

$382 Billion
Q4 2024

A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stonebrook Private Inc. holds 8,862 shares of SCHV stock, worth $243,793. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,862

Holding current value

$243,793

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $228,550 - $712,504	8,862 New	8,862 $231 Million

Others Institutions Holding SCHV

# of Institutions

880

Shares Held

321M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.52 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.07 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$879 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$438 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$278 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebrook Private Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stonebrook Private Inc. with notifications on news.

Account

Stonebrook Private Inc. Schwab Strategic Tr Us Large C Transaction History