Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 88,054 shares of SCHV stock, worth $2.4 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
88,054
Previous 29,225
201.3%
Holding current value
$2.4 Million
Previous $2.35 Billion
2.27%
% of portfolio
0.75%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall 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$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio