Fagan Associates, Inc. Schwab Strategic Tr Us Large C Transaction History
Fagan Associates, Inc.
- $526 Million
- Q1 2024
A detailed history of Fagan Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fagan Associates, Inc. holds 31,135 shares of SCHV stock, worth $2.3 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
31,135
Previous 33,081
5.88%
Holding current value
$2.3 Million
Previous $2.32 Million
2.03%
% of portfolio
0.45%
Previous 0.51%
Shares
24 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio