Baldrige Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 12,403 shares of SCHV stock, worth $336,245. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,403
Previous 12,386
0.14%
Holding current value
$336,245
Previous $818,000
0.61%
% of portfolio
0.33%
Previous 0.36%
Shares
17 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio