Sterling Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 12,660 shares of SCHV stock, worth $367,013. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,660
Previous 12,660
-0.0%
Holding current value
$367,013
Previous $355 Million
3.39%
% of portfolio
0.23%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall 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, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio