Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Financial Strategies Group, Inc.
- $423 Million
- Q4 2024
A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 68,468 shares of SCHV stock, worth $1.77 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
68,468
Previous 64,915
5.47%
Holding current value
$1.77 Million
Previous $5.22 Million
65.8%
% of portfolio
0.42%
Previous 1.11%
Shares
12 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.01 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$828 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$413 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$262 Million0.66% of portfolio