Buckingham Strategic Partners Schwab Strategic Tr Us Large C Transaction History
Buckingham Strategic Partners
- $4.37 Billion
- Q3 2024
A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Buckingham Strategic Partners holds 108,758 shares of SCHV stock, worth $2.96 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
108,758
Previous 103,144
5.44%
Holding current value
$2.96 Million
Previous $7.64 Million
14.4%
% of portfolio
0.2%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio