Matthew Goff Investment Advisor, LLC Schwab Strategic Tr Us Large C Transaction History
Matthew Goff Investment Advisor, LLC
- $536 Million
- Q1 2025
A detailed history of Matthew Goff Investment Advisor, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 80,865 shares of SCHV stock, worth $2.07 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
80,865
Previous 80,814
0.06%
Holding current value
$2.07 Million
Previous $2.11 Million
2.04%
% of portfolio
0.4%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
901Shares Held
330MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.41 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$994 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$843 Million10.21% of portfolio
-
Envestnet Asset Management Inc15.9MShares$407 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$258 Million0.66% of portfolio