Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 3,407 shares of SCHV stock, worth $91,171. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,407
Previous 3,403
0.12%
Holding current value
$91,171
Previous $252,000
8.33%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares Held
106MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$499 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$308 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$288 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