Lantz Financial LLC Schwab Strategic Tr Us Large C Transaction History
Lantz Financial LLC
- $421 Million
- Q3 2025
A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantz Financial LLC holds 23,610 shares of SCHV stock, worth $684,453. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,610
Previous 23,610
-0.0%
Holding current value
$684,453
Previous $653,000
5.21%
% of portfolio
0.16%
Previous 0.17%
Shares
6 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
-
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