Courage Miller Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Courage Miller Partners, LLC
- $297 Million
- Q3 2024
A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Courage Miller Partners, LLC holds 87,372 shares of SCHV stock, worth $2.28 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
87,372
Previous 88,977
1.8%
Holding current value
$2.28 Million
Previous $6.59 Million
6.54%
% of portfolio
2.37%
Previous 2.38%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio