Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 41,952 shares of SCHV stock, worth $1.09 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
41,952
Previous 13,983
200.02%
Holding current value
$1.09 Million
Previous $1.12 Billion
2.68%
% of portfolio
0.33%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.01 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$828 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$413 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$262 Million0.66% of portfolio