Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 71,187 shares of SCHV stock, worth $1.92 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
71,187
Previous 24,249
193.57%
Holding current value
$1.92 Million
Previous $1.95 Million
4.77%
% of portfolio
0.69%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares 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$861 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$273 Million0.66% of portfolio