Saxony Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Saxony Capital Management, LLC
- $141 Million
- Q3 2025
A detailed history of Saxony Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Saxony Capital Management, LLC holds 97,268 shares of SCHV stock, worth $2.82 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
97,268
Previous 81,876
18.8%
Holding current value
$2.82 Million
Previous $2.27 Million
24.99%
% of portfolio
2.01%
Previous 1.84%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio