Perigon Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 176,359 shares of SCHV stock, worth $4.6 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
176,359
Previous 182,875
3.56%
Holding current value
$4.6 Million
Previous $13.5 Million
4.62%
% of portfolio
0.39%
Previous 0.4%
Shares
22 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio