Cva Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cva Family Office, LLC holds 298,692 shares of SCHB stock, worth $6.97 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
298,692
Previous 101,241
195.03%
Holding current value
$6.97 Million
Previous $6.73 Million
0.68%
% of portfolio
1.09%
Previous 1.11%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,224Shares Held
325MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio