Towercrest Capital Management Schwab Strategic Tr Us Large C Transaction History
Towercrest Capital Management
- $629 Million
- Q4 2024
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Towercrest Capital Management holds 24,237 shares of SCHV stock, worth $663,124. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,237
Previous 8,079
200.0%
Holding current value
$663,124
Previous $649,000
2.77%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
871Shares Held
302MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$874 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$436 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$277 Million0.66% of portfolio