Verum Partners LLC Schwab Strategic Tr Us Large C Transaction History
Verum Partners LLC
- $310 Billion
- Q2 2024
A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verum Partners LLC holds 8,384 shares of SCHV stock, worth $647,915. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,384
Previous 8,430
0.55%
Holding current value
$647,915
Previous $640 Million
3.03%
% of portfolio
0.2%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
802Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.44 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$889 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$860 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$344 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$311 Million0.11% of portfolio