Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 10,022 shares of SCHV stock, worth $803,964. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,022
Previous 10,022
-0.0%
Holding current value
$803,964
Previous $761,000
2.5%
% of portfolio
0.35%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio