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 $994,968. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,403
Previous 12,386
0.14%
Holding current value
$994,968
Previous $818,000
0.61%
% of portfolio
0.33%
Previous 0.36%
Shares
17 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$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio