Berkshire Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Berkshire Asset Management LLC
- $1.89 Billion
- Q1 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkshire Asset Management LLC holds 80,309 shares of SCHV stock, worth $5.94 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
80,309
Previous 123,997
35.23%
Holding current value
$5.94 Million
Previous $8.69 Million
29.81%
% of portfolio
0.32%
Previous 0.5%
Shares
26 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$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