Chapin Davis, Inc. Schwab Strategic Tr Us Large C Transaction History
Chapin Davis, Inc.
- $274 Billion
- Q1 2024
A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chapin Davis, Inc. holds 3,701 shares of SCHV stock, worth $274,170. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,701
Previous 4,352
14.96%
Holding current value
$274,170
Previous $305 Million
7.83%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$811 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$778 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$304 Million10.12% of portfolio