Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 47,593 shares of SCHV stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
47,593
Previous 12,477
281.45%
Holding current value
$1.28 Million
Previous $1 Million
23.75%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio