Tanglewood Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Tanglewood Legacy Advisors, LLC
- $244 Billion
- Q2 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 13,953 shares of SCHV stock, worth $407,009. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,953
Previous 13,953
-0.0%
Holding current value
$407,009
Previous $371 Million
4.1%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
964Shares 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$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$962 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$472 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio