Arbor Trust Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Arbor Trust Wealth Advisors, LLC
- $210 Million
- Q4 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 126,763 shares of SCHV stock, worth $3.45 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
126,763
Previous 43,286
192.85%
Holding current value
$3.45 Million
Previous $3.48 Million
5.0%
% of portfolio
1.57%
Previous 1.72%
Shares
20 transactions
Others Institutions Holding SCHV
# of Institutions
848Shares Held
141MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$292 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio