Global Financial Private Client, LLC Schwab Strategic Tr Us Large C Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 333 shares of SCHV stock, worth $9,027. This represents 0.0% of its overall portfolio holdings.
Number of Shares
333
Previous 111
200.0%
Holding current value
$9,027
Previous $8.92 Million
2.69%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio