Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 210,622 shares of SCHV stock, worth $6.16 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
210,622
Previous 221,816
5.05%
Holding current value
$6.16 Million
Previous $5.9 Billion
1.15%
% of portfolio
1.1%
Previous 1.28%
Shares
11 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