Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 900 shares of SCHV stock, worth $25,209. This represents 0.03% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$25,209
Previous $59,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
834Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$546 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$340 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$301 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$136 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$119 Million0.81% of portfolio