Monograph Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 17,928 shares of SCHV stock, worth $489,434. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,928
Previous 17,928
-0.0%
Holding current value
$489,434
Previous $1.33 Million
8.43%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio