Mayfair Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mayfair Advisory Group, LLC
- $155 Million
- Q3 2024
A detailed history of Mayfair Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 6,669 shares of SCHV stock, worth $185,398. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,669
Previous 6,669
-0.0%
Holding current value
$185,398
Previous $494,000
8.3%
% of portfolio
0.35%
Previous 0.35%
Shares
5 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$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio