Altfest L J & CO Inc Schwab Strategic Tr Us Large C Transaction History
Altfest L J & CO Inc
- $692 Million
- Q4 2024
A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altfest L J & CO Inc holds 150,895 shares of SCHV stock, worth $4.13 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
150,895
Previous 11,718
1187.72%
Holding current value
$4.13 Million
Previous $942,000
317.52%
% of portfolio
0.57%
Previous 0.13%
Shares
30 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$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$874 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$277 Million0.66% of portfolio