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 $4,067. This represents 0.0% of its overall portfolio holdings.
Number of Shares
151Holding current value
$4,067% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
810Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$502 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$310 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$120 Million0.81% of portfolio
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Envestnet Asset Management Inc4.02MShares$108 Million0.11% of portfolio