Modus Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Modus Advisors, LLC

$305 Million
Q4 2024

A detailed history of Modus Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modus Advisors, LLC holds 135 shares of SCHV stock, worth $3,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Holding current value

$3,678

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	BUY	$25.79 - $80.4 $3,481 - $10,854	135 New	135 $3,000
Q3 2021 Oct 08, 2021	SELL	$66.91 - $71.05 $4,683 - $4,973	-70 Closed	0 $0
Q2 2021 Jul 01, 2021	BUY	$65.81 - $69.75 $4,606 - $4,882	70 New	70 $0

Others Institutions Holding SCHV

# of Institutions

849

Shares Held

138M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$531 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$331 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$293 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$132 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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