Wescap Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Wescap Management Group, Inc.
- $395 Million
- Q3 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 5,746 shares of SCHV stock, worth $151,636. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,746
Previous 5,929
3.09%
Holding current value
$151,636
Previous $439,000
5.01%
% of portfolio
0.12%
Previous 0.13%
Shares
3 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$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 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