Capital Insight Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Capital Insight Partners, LLC
- $565 Million
- Q3 2024
A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Insight Partners, LLC holds 9,061 shares of SCHV stock, worth $251,895. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,061
Previous 8,930
1.47%
Holding current value
$251,895
Previous $661,000
10.14%
% of portfolio
0.13%
Previous 0.13%
Shares
18 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$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio