Tcfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,884 shares of SCHV stock, worth $78,704. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,884Holding current value
$78,704% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$509 Million3.08% of portfolio
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Sei Investments CO Oaks, PA11.5MShares$314 Million1.23% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$122 Million0.81% of portfolio
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Envestnet Asset Management Inc4.02MShares$110 Million0.11% of portfolio