Chapin Davis, Inc. Schwab Strategic Tr Us Large C Transaction History
Chapin Davis, Inc.
- $307 Billion
- Q4 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 $102,147. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,701
Previous 3,701
-0.0%
Holding current value
$102,147
Previous $297 Million
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
3 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