Allen Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History
Allen Capital Group, LLC
- $864 Million
- Q1 2025
A detailed history of Allen Capital Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Allen Capital Group, LLC holds 87,883 shares of SCHV stock, worth $2.46 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
87,883
Previous 86,935
1.09%
Holding current value
$2.46 Million
Previous $2.27 Million
3.05%
% of portfolio
0.27%
Previous 0.27%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio