Iron Horse Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Iron Horse Wealth Management, LLC
- $270 Million
- Q3 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1 shares of SCHV stock, worth $27. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$27
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
828Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$534 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$294 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio