Sterling Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
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 $345,238. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,660Holding current value
$345,238% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
854Shares Held
183MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$872 Million10.86% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$531 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$331 Million1.3% of portfolio
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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio