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 $14,704. This represents 0.0% of its overall portfolio holdings.
Number of Shares
540
Previous 180
200.0%
Holding current value
$14,704
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
850Shares Held
180MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$870 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio