Kestra Private Wealth Services, LLC Schwab Strategic Tr Us Large C Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,717 shares of SCHV stock, worth $223,715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,717Holding current value
$223,715% of portfolio
0.0%Shares
1 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
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Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
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Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio