Financial Advisory Service, Inc. Schwab Strategic Tr Us Large C Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 1,173,281 shares of SCHV stock, worth $32 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
1,173,281
Previous 405,111
189.62%
Holding current value
$32 Million
Previous $32.6 Million
6.05%
% of portfolio
2.75%
Previous 2.76%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio