Fi3 Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Fi3 Financial Advisors, LLC
- $251 Million
- Q3 2024
A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 4,358 shares of SCHV stock, worth $118,276. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,358Holding current value
$118,276% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
832Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$529 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$292 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio