Bogart Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Bogart Wealth, LLC
- $1.96 Billion
- Q1 2024
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bogart Wealth, LLC holds 137,790 shares of SCHV stock, worth $10.2 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
137,790
Previous 138,426
0.46%
Holding current value
$10.2 Million
Previous $9.7 Million
7.89%
% of portfolio
0.53%
Previous 0.54%
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