Future Financial Wealth Managment LLC Schwab Strategic Tr Us Large C Transaction History
Future Financial Wealth Managment LLC
- $129 Million
- Q1 2024
A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 500 shares of SCHV stock, worth $36,980. This represents 0.03% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$36,980
Previous $37,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio