Sagespring Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Sagespring Wealth Partners, LLC
- $5.5 Trillion
- Q4 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 123,576 shares of SCHV stock, worth $3.58 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
123,576
Previous 126,306
2.16%
Holding current value
$3.58 Million
Previous $3.68 Billion
0.48%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
980Shares 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, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio