Weinberger Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History
Weinberger Asset Management, Inc
- $259 Billion
- Q2 2025
A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 300,487 shares of SCHV stock, worth $8.79 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
300,487
Previous 312,324
3.79%
Holding current value
$8.79 Million
Previous $8.3 Billion
0.16%
% of portfolio
3.21%
Previous 3.56%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
968Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.54 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$965 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$473 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$351 Million0.63% of portfolio