Lantz Financial LLC Schwab Strategic Tr Us Large C Transaction History
Lantz Financial LLC
- $351 Million
- Q3 2024
A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantz Financial LLC holds 7,870 shares of SCHV stock, worth $218,786. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,870
Previous 7,870
-0.0%
Holding current value
$218,786
Previous $583,000
8.4%
% of portfolio
0.18%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio