Kestra Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 200,332 shares of SCHV stock, worth $14.8 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
200,332
Previous 141,965
41.11%
Holding current value
$14.8 Million
Previous $9.95 Million
52.96%
% of portfolio
0.11%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$811 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$778 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$304 Million10.12% of portfolio