Fi3 Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Fi3 Financial Advisors, LLC
- $266 Million
- Q4 2024
A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 13,074 shares of SCHV stock, worth $344,107. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,074
Previous 4,358
200.0%
Holding current value
$344,107
Previous $350,000
2.86%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares 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$1.02 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$841 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$419 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio