Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 42,859 shares of SCHV stock, worth $1.14 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
42,859
Previous 44,309
3.27%
Holding current value
$1.14 Million
Previous $3.37 Billion
5.13%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
819Shares Held
106MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$494 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$305 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$285 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$118 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$107 Million0.11% of portfolio