Towercrest Capital Management Schwab Strategic Tr Us Large C Transaction History
Towercrest Capital Management
- $625 Million
- Q4 2025
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Towercrest Capital Management holds 24,237 shares of SCHV stock, worth $702,630. This represents 0.11% of its overall portfolio holdings.
Number of Shares
24,237
Previous 24,237
-0.0%
Holding current value
$702,630
Previous $705,000
0.43%
% of portfolio
0.11%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
980Shares 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, 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