Lpl Financial LLC Schwab Strategic Tr Us Large C Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lpl Financial LLC holds 1,080,245 shares of SCHV stock, worth $79.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,080,245
Previous 1,048,757
3.0%
Holding current value
$79.9 Million
Previous $73.5 Million
11.64%
% of portfolio
0.04%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio