Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 41,952 shares of SCHV stock, worth $1.14 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
41,952
Previous 13,983
200.02%
Holding current value
$1.14 Million
Previous $1.12 Billion
2.68%
% of portfolio
0.33%
Previous 0.36%
Shares
5 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