Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 29 shares of SCHV stock, worth $2,310. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 29
-0.0%
Holding current value
$2,310
Previous $2.2 Million
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$916 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$887 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$355 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$321 Million0.11% of portfolio