Brickley Wealth Management Schwab Strategic Tr Us Large C Transaction History
Brickley Wealth Management
- $492 Million
- Q4 2024
A detailed history of Brickley Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brickley Wealth Management holds 11,079 shares of SCHV stock, worth $291,820. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,079
Previous 2,883
284.29%
Holding current value
$291,820
Previous $231,000
24.68%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$842 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$420 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio