Wealthgarden F.S. LLC Schwab Strategic Tr Us Large C Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 11,639 shares of SCHV stock, worth $305,290. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,639

Holding current value

$305,290

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $854,651 - $935,426	11,639 New	11,639 $935 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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

19.5M
Shares

$511 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$318 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$282 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$127 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$111 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Wealthgarden F.S. LLC Schwab Strategic Tr Us Large C Transaction History