Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 540 shares of SCHV stock, worth $13,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
540
Previous 180
200.0%
Holding current value
$13,926
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
909Shares Held
330MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.37 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$298 Million0.73% of portfolio