Pensionmark Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 217,084 shares of SCHV stock, worth $5.88 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
217,084
Previous 217,084
-0.0%
Holding current value
$5.88 Million
Previous $17.4 Million
-0.0%
% of portfolio
0.56%
Previous 0.1%
Shares
20 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio