Golden Bell Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 179,291 shares of SCHV stock, worth $4.86 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
179,291Holding current value
$4.86 Million% of portfolio
4.7%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
849Shares Held
179MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio