Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 174,640 shares of SCHV stock, worth $4.77 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
174,640
Previous 175,695
0.6%
Holding current value
$4.77 Million
Previous $13 Billion
7.64%
% of portfolio
2.87%
Previous 2.79%
Shares
16 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$509 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$314 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$122 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$110 Million0.11% of portfolio