Joseph Group Capital Management Schwab Strategic Tr Us Large C Transaction History
Joseph Group Capital Management
- $225 Million
- Q4 2024
A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joseph Group Capital Management holds 92,451 shares of SCHV stock, worth $2.44 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
92,451
Previous 29,726
211.01%
Holding current value
$2.44 Million
Previous $2.39 Million
0.88%
% of portfolio
1.07%
Previous 1.03%
Shares
14 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$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$842 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$420 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio