Alpha Cubed Investments, LLC Schwab Strategic Tr Us Large C Transaction History
Alpha Cubed Investments, LLC
- $1.91 Billion
- Q1 2024
A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 26,460 shares of SCHV stock, worth $1.96 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
26,460
Previous 25,783
2.63%
Holding current value
$1.96 Million
Previous $1.81 Million
11.23%
% of portfolio
0.11%
Previous 0.1%
Shares
22 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$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% 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