Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 11,828 shares of SCHV stock, worth $900,465. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,828
Previous 11,818
0.08%
Holding current value
$900,465
Previous $898 Million
1.84%
% of portfolio
0.01%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding SCHV
# of Institutions
786Shares Held
103MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.45 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$847 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$833 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$348 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$312 Million10.12% of portfolio