Krilogy Financial LLC Schwab Strategic Tr Us Large C Transaction History
Krilogy Financial LLC
- $1.37 Billion
- Q4 2024
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Krilogy Financial LLC holds 2,205,034 shares of SCHV stock, worth $59.4 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
2,205,034
Previous 879,549
150.7%
Holding current value
$59.4 Million
Previous $70.7 Million
18.68%
% of portfolio
4.2%
Previous 5.25%
Shares
31 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio