Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 244,641 shares of SCHV stock, worth $7.09 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
244,641
Previous 208,777
17.18%
Holding current value
$7.09 Million
Previous $6.08 Million
16.7%
% of portfolio
0.24%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
979Shares 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