Altus Wealth Group LLC Schwab Strategic Tr Us Large C Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altus Wealth Group LLC holds 131,395 shares of SCHV stock, worth $3.58 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
131,395
Previous 42,672
207.92%
Holding current value
$3.58 Million
Previous $3.43 Million
0.12%
% of portfolio
1.55%
Previous 1.49%
Shares
16 transactions
Others Institutions Holding SCHV
# of Institutions
883Shares Held
321MCall 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$871 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$434 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio