Acg Wealth Schwab Strategic Tr Us Large C Transaction History
Acg Wealth
- $437 Million
- Q3 2022
A detailed history of Acg Wealth transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Acg Wealth holds 4,287 shares of SCHV stock, worth $119,178. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,287
Previous 4,927
12.99%
Holding current value
$119,178
Previous $308,000
18.51%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio