Pinkerton Retirement Specialists, LLC Schwab Strategic Tr Us Large C Transaction History
Pinkerton Retirement Specialists, LLC
- $771 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.45 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.11 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$899 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$450 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$315 Million0.73% of portfolio