Claris Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Claris Advisors, LLC holds 8 shares of SCHV stock, worth $212. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$212

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$73.43 - $80.37 $587 - $642	8 New	8 $0

Others Institutions Holding SCHV

# of Institutions

818

Shares Held

106M

Call Options Held

3.2K

Put Options Held

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

18.6M
Shares

$494 Million
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$305 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$285 Million
11.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$118 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$107 Million
0.11% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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