Austin Asset Management CO Inc Schwab Strategic Tr Us Large C Transaction History
Austin Asset Management CO Inc
- $466 Million
- Q4 2024
A detailed history of Austin Asset Management CO Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Austin Asset Management CO Inc holds 12,759 shares of SCHV stock, worth $347,937. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,759
Previous 4,253
200.0%
Holding current value
$347,937
Previous $341,000
2.64%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
863Shares Held
239MCall 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$872 Million10.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$271 Million9.39% of portfolio