Piershale Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Piershale Financial Group, Inc.
- $157 Million
- Q2 2023
A detailed history of Piershale Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Piershale Financial Group, Inc. holds 93,239 shares of SCHV stock, worth $2.54 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
93,239
Previous 100
93139.0%
Holding current value
$2.54 Million
Previous $6,000
104150.0%
% of portfolio
3.99%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
883Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$871 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$434 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio