Goldstein Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Goldstein Advisors, LLC
- $658 Billion
- Q3 2024
A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goldstein Advisors, LLC holds 5,800 shares of SCHV stock, worth $154,976. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,800
Previous 5,800
-0.0%
Holding current value
$154,976
Previous $430 Million
8.49%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
816Shares Held
106MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$498 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$307 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$287 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$119 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$108 Million0.11% of portfolio