Strategic Financial Concepts, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 68,807 shares of SCHV stock, worth $1.88 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
68,807Holding current value
$1.88 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall 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$435 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$277 Million0.66% of portfolio