Daymark Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q4 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 14,200 shares of SCHV stock, worth $411,658. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,200
Previous 16,000
11.25%
Holding current value
$411,658
Previous $465,000
11.61%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
979Shares 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, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio