Janiczek Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 4,128 shares of SCHV stock, worth $111,868. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,128
Previous 4,185
1.36%
Holding current value
$111,868
Previous $317,000
3.79%
% of portfolio
0.06%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio