Fin Trust Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Fin Trust Capital Advisors, LLC
- $577 Million
- Q3 2024
A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,159 shares of SCHV stock, worth $31,640. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,159
Previous 1,026
12.96%
Holding current value
$31,640
Previous $76,000
22.37%
% of portfolio
0.02%
Previous 0.01%
Shares
23 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