Alpha Cubed Investments, LLC Schwab Strategic Tr Us Large C Transaction History
Alpha Cubed Investments, LLC
- $2.18 Billion
- Q4 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 20,083 shares of SCHV stock, worth $533,002. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,083
Previous 6,632
202.82%
Holding current value
$533,002
Previous $533,000
1.88%
% of portfolio
0.02%
Previous 0.02%
Shares
25 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.47 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$848 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$423 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$268 Million0.66% of portfolio