Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 87 shares of SCHV stock, worth $2,353. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87
Previous 29
200.0%
Holding current value
$2,353
Previous $2.33 Million
2.66%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
850Shares Held
180MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$865 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$527 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$328 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio