Kathleen S. Wright Associates Inc. Schwab Strategic Tr Us Large C Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 151 shares of SCHV stock, worth $4,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
151Holding current value
$4,111% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio