Mather Group, Llc. Schwab Strategic Tr Us Large C Transaction History
Mather Group, Llc.
- $7.74 Billion
- Q3 2024
A detailed history of Mather Group, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mather Group, Llc. holds 10,745,795 shares of SCHV stock, worth $294 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
10,745,795
Previous 11,127,954
3.43%
Holding current value
$294 Million
Previous $824 Million
4.77%
% of portfolio
11.15%
Previous 10.09%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
827Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$534 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio
-
Avantax Planning Partners, Inc.4.02MShares$110 Million9.61% of portfolio