Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 21,532 shares of SCHV stock, worth $624,212. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,532
Previous 22,712
5.2%
Holding current value
$624,212
Previous $628 Million
0.26%
% of portfolio
0.34%
Previous 0.41%
Shares
2 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