Seed Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seed Wealth Management, Inc.
- $115 Billion
- Q2 2024
A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 15,665 shares of SCHV stock, worth $418,568. This represents 1.01% of its overall portfolio holdings.
Number of Shares
15,665
Previous 15,700
0.22%
Holding current value
$418,568
Previous $1.19 Billion
2.18%
% of portfolio
1.01%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares 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