Kpp Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
Kpp Advisory Services LLC
- $417 Billion
- Q3 2024
A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kpp Advisory Services LLC holds 35,170 shares of SCHV stock, worth $917,585. This represents 0.68% of its overall portfolio holdings.
Number of Shares
35,170
Previous 35,210
0.11%
Holding current value
$917,585
Previous $2.61 Billion
8.37%
% of portfolio
0.68%
Previous 0.69%
Shares
4 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