Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 2,350 shares of SCHV stock, worth $64,084. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,350

Holding current value

$64,084

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.79 - $80.4 $60,606 - $188,940	2,350 New	2,350 $61.3 Million

Others Institutions Holding SCHV

# of Institutions

863

Shares Held

239M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.51 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.06 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$872 Million
10.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$276 Million
0.66% of portfolio
Avantax Planning Partners, Inc.

9.93M
Shares

$271 Million
9.39% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History