O'Shaughnessy Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 42,028 shares of SCHV stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
42,028
Previous 12,125
246.62%
Holding current value
$1.1 Million
Previous $974,000
12.42%
% of portfolio
0.01%
Previous 0.01%
Shares
18 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$1.45 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.02 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$837 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$417 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$265 Million0.66% of portfolio