Alliance Wealth Management Group Schwab Strategic Tr Us Large C Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
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 8,122 shares of SCHV stock, worth $601,190. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,122
Previous 8,122
-0.0%
Holding current value
$601,190
Previous $569,000
8.44%
% of portfolio
0.18%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$824 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio