Org Partners LLC Schwab Strategic Tr Us Large C Transaction History
Org Partners LLC
- $588 Million
- Q3 2024
A detailed history of Org Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Org Partners LLC holds 304 shares of SCHV stock, worth $8,515. This represents 0.0% of its overall portfolio holdings.
Number of Shares
304
Previous 304
-0.0%
Holding current value
$8,515
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
834Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$546 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$340 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$301 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$136 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$119 Million0.81% of portfolio