Le Jeune Puetz Investment Counsel LLC Schwab Strategic Tr Us Large C Transaction History
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 23,933 shares of SCHV stock, worth $648,344. This represents 0.58% of its overall portfolio holdings.
Number of Shares
23,933
Previous 23,933
-0.0%
Holding current value
$648,344
Previous $1.58 Million
0.7%
% of portfolio
0.58%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
172MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio