Allied Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Allied Investment Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Allied Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 4,051 shares of SCHV stock, worth $324,971. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,051
Previous 4,051
-0.0%
Holding current value
$324,971
Previous $300,000
8.33%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio