Wpg Advisers, LLC Schwab Strategic Tr Us Large C Transaction History
Wpg Advisers, LLC
- $107 Billion
- Q1 2025
A detailed history of Wpg Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wpg Advisers, LLC holds 28,613 shares of SCHV stock, worth $788,002. This represents 0.71% of its overall portfolio holdings.
Number of Shares
28,613
Previous 22,972
24.56%
Holding current value
$788,002
Previous $599 Million
26.99%
% of portfolio
0.71%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.47 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.12 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$908 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$454 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$318 Million0.73% of portfolio