M&R Capital Management Inc Schwab Strategic Tr Us Large C Transaction History
M&R Capital Management Inc
- $411 Million
- Q2 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 168 shares of SCHV stock, worth $12,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 168
-0.0%
Holding current value
$12,425
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio