Gilbert & Cook, Inc. Schwab Strategic Tr Us Large C Transaction History
Gilbert & Cook, Inc.
- $718 Million
- Q3 2024
A detailed history of Gilbert & Cook, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gilbert & Cook, Inc. holds 6,621 shares of SCHV stock, worth $170,623. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,621
Previous 6,621
-0.0%
Holding current value
$170,623
Previous $490,000
8.57%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
839Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$502 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$313 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$125 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$109 Million0.81% of portfolio