Cadence Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cadence Wealth Management LLC
- $123 Million
- Q3 2024
A detailed history of Cadence Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cadence Wealth Management LLC holds 36,664 shares of SCHV stock, worth $993,961. This represents 2.4% of its overall portfolio holdings.
Number of Shares
36,664
Previous 21,701
68.95%
Holding current value
$993,961
Previous $1.61 Million
83.32%
% of portfolio
2.4%
Previous 1.12%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio