Trust Point Inc. Schwab Strategic Tr Us Large C Transaction History

Trust Point Inc.

$1.1 Trillion
Q1 2025

A detailed history of Trust Point Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trust Point Inc. holds 21,585 shares of SCHV stock, worth $539,409. This represents 0.05% of its overall portfolio holdings.

Number of Shares

21,585

Holding current value

$539,409

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$25.77 - $27.6 $556,245 - $595,746	21,585 New	21,585 $574 Million

Others Institutions Holding SCHV

# of Institutions

893

Shares Held

328M

Call Options Held

Put Options Held

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

55.4M
Shares

$1.38 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$972 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$799 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$398 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$253 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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