Jnba Financial Advisors Schwab Strategic Tr Us Large C Transaction History
Jnba Financial Advisors
- $1.03 Billion
- Q2 2025
A detailed history of Jnba Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jnba Financial Advisors holds 2,067 shares of SCHV stock, worth $59,591. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,067
Previous 2,067
-0.0%
Holding current value
$59,591
Previous $54,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio