Ledge Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 8,924 shares of SCHV stock, worth $714,901. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,924
Previous 8,861
0.71%
Holding current value
$714,901
Previous $571,000
9.46%
% of portfolio
0.24%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio