Seed Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seed Wealth Management, Inc.
- $125 Billion
- Q3 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 $413,399. This represents 1.01% of its overall portfolio holdings.
Number of Shares
15,665
Previous 15,665
-0.0%
Holding current value
$413,399
Previous $1.16 Billion
8.49%
% of portfolio
1.01%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio