Advocate Group LLC Schwab Strategic Tr Us Large C Transaction History

Advocate Group LLC

$502 Million
Q1 2024

A detailed history of Advocate Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocate Group LLC holds 2,700 shares of SCHV stock, worth $199,691. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,700

Holding current value

$199,691

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$68.82 - $75.98 $185,813 - $205,146	2,700 New	2,700 $205,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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