Tandem Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Tandem Financial, LLC

$94.5 Billion
Q4 2024

A detailed history of Tandem Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tandem Financial, LLC holds 5,568 shares of SCHV stock, worth $150,837. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,568

Holding current value

$150,837

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$25.79 - $80.4 $143,598 - $447,667	5,568 New	5,568 $145 Million

Others Institutions Holding SCHV

# of Institutions

846

Shares Held

172M

Call Options Held

Put Options Held

Mather Group, Llc. Chicago, IL

32M
Shares

$866 Million
10.86% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$528 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$329 Million
1.3% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$131 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Tandem Financial, LLC Schwab Strategic Tr Us Large C Transaction History