Ironwood Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Ironwood Financial, LLC
- $434 Million
- Q1 2024
A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ironwood Financial, LLC holds 9,860 shares of SCHV stock, worth $729,640. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,860
Previous 10,557
6.6%
Holding current value
$729,640
Previous $740,000
1.22%
% of portfolio
0.17%
Previous 0.18%
Shares
19 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