Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Gray Wealth Management Inc.
- $261 Million
- Q4 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 24,947 shares of SCHV stock, worth $643,383. This represents 0.25% of its overall portfolio holdings.
Number of Shares
24,947
Previous 8,483
194.08%
Holding current value
$643,383
Previous $681,000
4.55%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding SCHV
# of Institutions
903Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio