Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Financial Strategies Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 22,846 shares of SCHV stock, worth $1.69 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
22,846
Previous 24,008
4.84%
Holding current value
$1.69 Million
Previous $1.68 Million
3.15%
% of portfolio
0.46%
Previous 0.48%
Shares
9 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