American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History
American Financial & Tax Strategies Inc
- $185 Million
- Q2 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 52,809 shares of SCHV stock, worth $4.21 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
52,809
Previous 52,775
0.06%
Holding current value
$4.21 Million
Previous $4.01 Million
2.42%
% of portfolio
2.11%
Previous 2.2%
Shares
3 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$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$916 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$887 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$355 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$321 Million0.11% of portfolio