Avantax Planning Partners, Inc. Schwab Strategic Tr Us Large C Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,306,600 shares of SCHV stock, worth $87.1 Million. This represents 9.57% of its overall portfolio holdings.
Number of Shares
3,306,600
Previous 4,020,474
17.76%
Holding current value
$87.1 Million
Previous $298 Million
10.77%
% of portfolio
9.57%
Previous 9.61%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio