Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Large C Transaction History
Financial Engines Advisors L.L.C.
- $48.7 Billion
- Q3 2024
A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 19,476,341 shares of SCHV stock, worth $534 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
19,476,341
Previous 18,645,053
4.46%
Holding current value
$534 Million
Previous $1.38 Billion
13.33%
% of portfolio
3.21%
Previous 3.08%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
827Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$294 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio
-
Avantax Planning Partners, Inc.4.02MShares$110 Million9.61% of portfolio