Pfg Advisors Schwab Strategic Tr Us Large C Transaction History

Pfg Advisors

$1.35 Billion
Q1 2024

A detailed history of Pfg Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pfg Advisors holds 3,168 shares of SCHV stock, worth $234,305. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,168

Holding current value

$234,305

% of portfolio

0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$68.82 - $75.98 $218,021 - $240,704	3,168 New	3,168 $240,000
Q1 2022 Apr 19, 2022	SELL	N/A	-3,355 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	N/A	33 Added 0.99%	3,355 $246,000
Q3 2021 Nov 05, 2021	BUY	N/A	3,322 New	3,322 $224,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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