Shearwater Capital LLC Schwab Strategic Tr Us Large C Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 2024
A detailed history of Shearwater Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shearwater Capital LLC holds 3,331 shares of SCHV stock, worth $87,705. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,331
Previous 3,331
-0.0%
Holding current value
$87,705
Previous $246,000
8.54%
% of portfolio
0.19%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio