Paces Ferry Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Paces Ferry Wealth Advisors, LLC
- $196 Million
- Q4 2024
A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 218,865 shares of SCHV stock, worth $6.03 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
218,865
Previous 72,954
200.0%
Holding current value
$6.03 Million
Previous $5.86 Million
2.69%
% of portfolio
2.91%
Previous 3.38%
Shares
18 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$1.52 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$880 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$439 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$279 Million0.66% of portfolio