Mayfair Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mayfair Advisory Group, LLC
- $164 Million
- Q4 2024
A detailed history of Mayfair Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 20,007 shares of SCHV stock, worth $542,189. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,007
Previous 6,669
200.0%
Holding current value
$542,189
Previous $535,000
2.62%
% of portfolio
0.32%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio