Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Petra Financial Advisors Inc
- $147 Billion
- Q4 2024
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 198,053 shares of SCHV stock, worth $5.33 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
198,053
Previous 65,072
204.36%
Holding current value
$5.33 Million
Previous $5.23 Billion
1.27%
% of portfolio
3.51%
Previous 3.45%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio