Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 900 shares of SCHV stock, worth $26,091. This represents 0.03% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$26,091
Previous $59,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
979Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio