Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History
Financial Advocates Investment Management
- $1.59 Billion
- Q2 2024
A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advocates Investment Management holds 22,209 shares of SCHV stock, worth $1.77 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,209
Previous 23,240
4.44%
Holding current value
$1.77 Million
Previous $1.77 Million
6.8%
% of portfolio
0.1%
Previous 0.1%
Shares
24 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$918 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$889 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$356 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$321 Million0.11% of portfolio