Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,539 shares of SCHV stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,539
Previous 12,436
0.83%
Holding current value
$1.01 Million
Previous $944,000
1.69%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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