Horizon Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Horizon Financial Services, LLC
- $172 Million
- Q4 2024
A detailed history of Horizon Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Horizon Financial Services, LLC holds 2,244 shares of SCHV stock, worth $61,193. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,244
Previous 748
200.0%
Holding current value
$61,193
Previous $60,000
3.33%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
863Shares Held
239MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$872 Million10.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$271 Million9.39% of portfolio