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 $472,044. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,928
Previous 17,928
-0.0%
Holding current value
$472,044
Previous $1.33 Million
8.43%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio