M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
M3 Advisory Group, LLC
- $121 Billion
- Q2 2024
A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 24,127 shares of SCHV stock, worth $1.94 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
24,127
Previous 22,458
7.43%
Holding current value
$1.94 Million
Previous $1.71 Billion
4.75%
% of portfolio
1.47%
Previous 1.55%
Shares
3 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