Alliance Wealth Management Group Schwab Strategic Tr Us Large C Transaction History
Alliance Wealth Management Group
- $393 Million
- Q2 2025
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alliance Wealth Management Group holds 24,237 shares of SCHV stock, worth $705,539. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,237
Previous 24,237
-0.0%
Holding current value
$705,539
Previous $644,000
4.04%
% of portfolio
0.17%
Previous 0.17%
Shares
16 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio