Florida Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Florida Financial Advisors, LLC
- $324 Billion
- Q3 2025
A detailed history of Florida Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Florida Financial Advisors, LLC holds 191,380 shares of SCHV stock, worth $5.55 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
191,380
Previous 206,431
7.29%
Holding current value
$5.55 Million
Previous $5.71 Billion
2.47%
% of portfolio
1.72%
Previous 1.89%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
974Shares 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