Financial Counselors Inc Schwab Strategic Tr Us Large C Transaction History
Financial Counselors Inc
- $5.89 Billion
- Q1 2024
A detailed history of Financial Counselors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Counselors Inc holds 608,506 shares of SCHV stock, worth $45 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
608,506
Previous 649,961
6.38%
Holding current value
$45 Million
Previous $45.6 Million
1.47%
% of portfolio
0.78%
Previous 0.82%
Shares
28 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$1.4 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