Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History
Wealthcare Advisory Partners LLC
- $4.19 Billion
- Q2 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 34,507 shares of SCHV stock, worth $965,850. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,507
Previous 535,683
93.56%
Holding current value
$965,850
Previous $14.1 Million
93.23%
% of portfolio
0.02%
Previous 0.4%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.47 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.21 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio