United Financial Planning Group LLC Schwab Strategic Tr Us Large C Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Financial Planning Group LLC holds 2,095 shares of SCHV stock, worth $61,655. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,095Holding current value
$61,655% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
971Shares Held
352MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.55 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.31 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$1 Billion10.12% of portfolio
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Envestnet Asset Management Inc16.7MShares$491 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12MShares$353 Million0.63% of portfolio