Krilogy Financial LLC Schwab Strategic Tr Us Large C Transaction History
Krilogy Financial LLC
- $1.35 Billion
- Q3 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 879,549 shares of SCHV stock, worth $23.7 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
879,549
Previous 1,095,918
19.74%
Holding current value
$23.7 Million
Previous $81.2 Million
12.93%
% of portfolio
5.25%
Previous 6.31%
Shares
30 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$503 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$310 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$290 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$120 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$109 Million0.11% of portfolio