Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Thrive Wealth Management, LLC
- $541 Million
- Q3 2024
A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 85,116 shares of SCHV stock, worth $2.24 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
85,116
Previous 84,062
1.25%
Holding current value
$2.24 Million
Previous $6.23 Million
9.84%
% of portfolio
1.26%
Previous 1.22%
Shares
12 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$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 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