Roxbury Financial LLC Schwab Strategic Tr Us Large C Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Roxbury Financial LLC holds 93 shares of SCHV stock, worth $2,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,561

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $2,398 - $7,477	93 New	93 $2.62 Million

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

322M

Call Options Held

Put Options Held

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

55.4M
Shares

$1.52 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.07 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$880 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$439 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$279 Million
0.66% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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