Per Stirling Capital Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Per Stirling Capital Management, Llc.
- $721 Billion
- Q3 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 74,257 shares of SCHV stock, worth $2.02 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
74,257
Previous 72,832
1.96%
Holding current value
$2.02 Million
Previous $5.4 Billion
10.61%
% of portfolio
0.83%
Previous 0.87%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
848Shares Held
141MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$292 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio