Bcs Wealth Management Schwab Strategic Tr Us Large C Transaction History
Bcs Wealth Management
- $409 Million
- Q3 2025
A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bcs Wealth Management holds 71,469 shares of SCHV stock, worth $2.07 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
71,469
Previous 85,054
15.97%
Holding current value
$2.07 Million
Previous $2.35 Million
11.6%
% of portfolio
0.51%
Previous 0.51%
Shares
21 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
359MCall 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