Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Large C Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 688 shares of SCHV stock, worth $18,204. This represents 0.02% of its overall portfolio holdings.
Number of Shares
688
Previous 576
19.44%
Holding current value
$18,204
Previous $15 Million
21.8%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
924Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.41 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.08 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$873 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$436 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$306 Million0.73% of portfolio