Matisse Capital Schwab Strategic Tr Us Large C Transaction History
Matisse Capital
- $213 Million
- Q3 2025
A detailed history of Matisse Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Matisse Capital holds 8,503 shares of SCHV stock, worth $246,501. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,503
Previous 8,503
-0.0%
Holding current value
$246,501
Previous $235,000
5.11%
% of portfolio
0.12%
Previous 0.11%
Shares
5 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