Tanglewood Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 4,651 shares of SCHV stock, worth $124,274. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,651
Previous 4,651
-0.0%
Holding current value
$124,274
Previous $345 Million
8.49%
% of portfolio
0.17%
Previous 0.16%
Shares
1 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