Householder Group Estate & Retirement Specialist, LLC Schwab Strategic Tr Us Large C Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $319 Million
- Q1 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 5,754 shares of SCHV stock, worth $425,796. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,754
Previous 6,406
10.18%
Holding current value
$425,796
Previous $449,000
2.67%
% of portfolio
0.14%
Previous 0.15%
Shares
8 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$1.41 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$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio