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 $24,786. This represents 0.03% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$24,786
Previous $59,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.47 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.12 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$908 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$454 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$318 Million0.73% of portfolio