Wescap Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Wescap Management Group, Inc.
- $405 Million
- Q4 2024
A detailed history of Wescap Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wescap Management Group, Inc. holds 19,012 shares of SCHV stock, worth $520,168. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,012
Previous 5,746
230.87%
Holding current value
$520,168
Previous $461,000
7.38%
% of portfolio
0.12%
Previous 0.12%
Shares
4 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