Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $114 Million
- Q4 2024
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 10,166 shares of SCHV stock, worth $273,262. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,166
Previous 3,389
199.97%
Holding current value
$273,262
Previous $272,000
2.57%
% of portfolio
0.23%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$524 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$326 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$130 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$114 Million0.81% of portfolio