Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 232,135 shares of SCHV stock, worth $17.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
232,135
Previous 150,067
54.69%
Holding current value
$17.2 Million
Previous $10.5 Million
67.67%
% of portfolio
0.16%
Previous 0.11%
Shares
17 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