Mutual Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 2024
A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mutual Advisors, LLC holds 589,523 shares of SCHV stock, worth $15.9 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
589,523
Previous 575,894
2.37%
Holding current value
$15.9 Million
Previous $46.3 Million
66.8%
% of portfolio
0.46%
Previous 1.32%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares 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