American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 51,818 shares of SCHV stock, worth $1.42 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
51,818
Previous 52,809
1.88%
Holding current value
$1.42 Million
Previous $3.91 Million
6.44%
% of portfolio
2.17%
Previous 2.11%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
821Shares Held
107MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$535 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$333 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$295 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$122 Million0.81% of portfolio