M&R Capital Management Inc Schwab Strategic Tr Us Large C Transaction History
M&R Capital Management Inc
- $445 Million
- Q3 2024
A detailed history of M&R Capital Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M&R Capital Management Inc holds 169 shares of SCHV stock, worth $4,809. This represents 0.0% of its overall portfolio holdings.
Number of Shares
169
Previous 168
0.6%
Holding current value
$4,809
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.5 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.23 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$939 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$460 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$341 Million0.63% of portfolio