Adviser Investments LLC Schwab Strategic Tr Us Large C Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adviser Investments LLC holds 279,388 shares of SCHV stock, worth $7.52 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
279,388
Previous 97,297
187.15%
Holding current value
$7.52 Million
Previous $7.82 Million
6.86%
% of portfolio
0.09%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio