Kathmere Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Kathmere Capital Management, LLC
- $1.02 Billion
- Q3 2024
A detailed history of Kathmere Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 8,538 shares of SCHV stock, worth $228,135. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,538
Previous 6,847
24.7%
Holding current value
$228,135
Previous $507,000
35.31%
% of portfolio
0.07%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
813Shares 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