Coastwise Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History
Coastwise Capital Group, LLC
- $106 Million
- Q1 2024
A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 37,991 shares of SCHV stock, worth $2.81 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
37,991
Previous 37,812
0.47%
Holding current value
$2.81 Million
Previous $2.65 Million
8.91%
% of portfolio
2.72%
Previous 2.75%
Shares
9 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$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio