Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Large C Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 11,257 shares of SCHV stock, worth $310,693. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,257
Previous 4,419
154.74%
Holding current value
$310,693
Previous $355 Million
17.37%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
882Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.53 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$882 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$440 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$279 Million0.66% of portfolio