Evoke Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Evoke Wealth, LLC
- $84.8 Billion
- Q2 2024
A detailed history of Evoke Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evoke Wealth, LLC holds 29,430 shares of SCHV stock, worth $2.36 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
29,430
Previous 29,430
-0.0%
Holding current value
$2.36 Million
Previous $2.24 Million
97979.29%
% of portfolio
2.58%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio