Mayfair Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mayfair Advisory Group, LLC
- $164 Million
- Q4 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 20,007 shares of SCHV stock, worth $538,588. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,007
Previous 6,669
200.0%
Holding current value
$538,588
Previous $535,000
2.62%
% of portfolio
0.32%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio