Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 126,237 shares of SCHV stock, worth $3.38 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
126,237
Previous 41,285
205.77%
Holding current value
$3.38 Million
Previous $3.32 Billion
0.82%
% of portfolio
0.52%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.48 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.04 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$856 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$426 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$271 Million0.66% of portfolio