Jentner Corp Schwab Strategic Tr Us Large C Transaction History
Jentner Corp
- $248 Million
- Q3 2024
A detailed history of Jentner Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jentner Corp holds 19,030 shares of SCHV stock, worth $496,492. This represents 0.62% of its overall portfolio holdings.
Number of Shares
19,030
Previous 18,641
2.09%
Holding current value
$496,492
Previous $1.38 Million
10.8%
% of portfolio
0.62%
Previous 0.6%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio