Disciplined Investors, L.L.C. Schwab Strategic Tr Us Large C Transaction History
Disciplined Investors, L.L.C.
- $104 Billion
- Q4 2024
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 10,626 shares of SCHV stock, worth $288,177. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,626Holding current value
$288,177% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
864Shares Held
279MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.5 Billion3.05% of portfolio
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Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
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Mather Group, Llc. Chicago, IL32MShares$867 Million10.86% of portfolio
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Envestnet Asset Management Inc15.9MShares$432 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio