Zwj Investment Counsel Inc Schwab Strategic Tr Us Large C Transaction History
Zwj Investment Counsel Inc
- $2.77 Billion
- Q3 2025
A detailed history of Zwj Investment Counsel Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zwj Investment Counsel Inc holds 8,647 shares of SCHV stock, worth $249,293. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,647
Previous 8,347
3.59%
Holding current value
$249,293
Previous $230,000
9.13%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio