Matisse Capital Schwab Strategic Tr Us Large C Transaction History
Matisse Capital
- $205 Million
- Q3 2024
A detailed history of Matisse Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Matisse Capital holds 2,835 shares of SCHV stock, worth $77,197. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,835
Previous 2,835
-0.0%
Holding current value
$77,197
Previous $210,000
8.1%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio