Dfpg Investments, LLC Schwab Strategic Tr Us Large C Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dfpg Investments, LLC holds 15,370 shares of SCHV stock, worth $427,286. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,370
Previous 15,649
1.78%
Holding current value
$427,286
Previous $1.01 Million
6.85%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio