Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Grey Fox Wealth Advisors, LLC
- $365 Billion
- Q4 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 120,483 shares of SCHV stock, worth $3.31 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
120,483
Previous 40,197
199.73%
Holding current value
$3.31 Million
Previous $3.23 Billion
2.77%
% of portfolio
0.86%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
880Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.52 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$879 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$438 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$278 Million0.66% of portfolio