Krilogy Financial LLC Schwab Strategic Tr Us Large C Transaction History
Krilogy Financial LLC
- $2.42 Billion
- Q3 2025
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Krilogy Financial LLC holds 2,572,062 shares of SCHV stock, worth $74.6 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
2,572,062
Previous 2,286,562
12.49%
Holding current value
$74.6 Million
Previous $63.3 Million
18.34%
% of portfolio
3.09%
Previous 4.04%
Shares
34 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