Stephens Consulting, LLC Schwab Strategic Tr Us Large C Transaction History
Stephens Consulting, LLC
- $399 Billion
- Q1 2025
A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stephens Consulting, LLC holds 534 shares of SCHV stock, worth $13,344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
534
Previous 534
-0.0%
Holding current value
$13,344
Previous $13.9 Million
1.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
893Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.38 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$972 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$799 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$398 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$253 Million0.66% of portfolio