Golden Bell Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 179,291 shares of SCHV stock, worth $4.83 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
179,291Holding current value
$4.83 Million% of portfolio
4.7%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
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Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
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Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
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Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio