Bcs Wealth Management Schwab Strategic Tr Us Large C Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bcs Wealth Management holds 28,343 shares of SCHV stock, worth $2.1 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
28,343
Previous 28,066
0.99%
Holding current value
$2.1 Million
Previous $1.97 Million
9.46%
% of portfolio
0.69%
Previous 0.72%
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$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$811 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$778 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$304 Million10.12% of portfolio