Richard W. Paul & Associates, LLC Schwab Strategic Tr Us Large C Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 108 shares of SCHV stock, worth $2,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108
Previous 36
200.0%
Holding current value
$2,926
Previous $2.89 Million
2.66%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio