Iron Horse Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 3 shares of SCHV stock, worth $78. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 1
200.0%
Holding current value
$78
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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$1.44 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.01 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$833 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$415 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$264 Million0.66% of portfolio