Jdm Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Jdm Financial Group LLC
- $184 Billion
- Q3 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jdm Financial Group LLC holds 161 shares of SCHV stock, worth $4,363. This represents 0.01% of its overall portfolio holdings.
Number of Shares
161
Previous 161
-0.0%
Holding current value
$4,363
Previous $11.9 Million
8.49%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
862Shares Held
205MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio