Pathstone Family Office, LLC Schwab Strategic Tr Us Large C Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pathstone Family Office, LLC holds 41,959 shares of SCHV stock, worth $3.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,959
Previous 41,872
0.21%
Holding current value
$3.1 Million
Previous $2.81 Million
3.74%
% of portfolio
0.02%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio