Prism Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Prism Advisors, Inc.
- $333 Million
- Q1 2024
A detailed history of Prism Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prism Advisors, Inc. holds 6,542 shares of SCHV stock, worth $483,846. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,542
Previous 9,011
27.4%
Holding current value
$483,846
Previous $631,000
21.24%
% of portfolio
0.15%
Previous 0.2%
Shares
26 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio