Waterloo Capital, L.P. Schwab Strategic Tr Us Large C Transaction History
Waterloo Capital, L.P.
- $916 Billion
- Q3 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterloo Capital, L.P. holds 5,120 shares of SCHV stock, worth $135,116. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,120
Previous 5,064
1.11%
Holding current value
$135,116
Previous $375 Million
9.68%
% of portfolio
0.04%
Previous 0.05%
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$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 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