Tcfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 8,652 shares of SCHV stock, worth $252,378. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,652
Previous 8,652
-0.0%
Holding current value
$252,378
Previous $230 Million
4.1%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
964Shares Held
341MCall 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