Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 11,369 shares of SCHV stock, worth $306,053. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,369
Previous 3,814
198.09%
Holding current value
$306,053
Previous $306,000
3.27%
% of portfolio
0.11%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio